How to Prepare Your Heirs
The purpose of the family meeting is to communicate openly, either in very general or specific terms, your current financial standing, your level of annual spending, and whether there might […]
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The purpose of the family meeting is to communicate openly, either in very general or specific terms, your current financial standing, your level of annual spending, and whether there might […]
The election of 2020 is currently being advertised as one of the most historic elections. However, from our perspective, we see this election year as having many of the same […]
We believe it is important to understand the underlying circumstances affecting the Markets—and how we are working through them, especially during these times of uncertainty, where the latest headlines could […]
We believe it is important to understand the underlying circumstances affecting the Markets—and how we are working through them, especially during these times of uncertainty, where the latest headlines could […]
The general interest in environmental, social, and governance focused (ESG) investing has recently increased in popularity. ESG investing, sometimes referred to as “socially responsible investing” (SRI) strategies, are used to […]
The year 2018 was the first year with the Tax Cuts and Jobs Act tax rules in action. The results of these new tax rules were impactful for many households, […]
On Friday, December 20th, 2019, the Setting Every Community Up for Retirement Enhancement Act, aka the “SECURE Act,” was passed into law by Congress, tied to crucial legislation needed to […]
During this period, exposure to a sequence of return risk is a serious concern. With this risk, a series of negative returns early in your retirement while you are making […]
One of the most significant concerns expressed by many of our clients is the unknown cost of healthcare during retirement. In addition to the price of basic healthcare, it’s the […]
We’ve had a remarkable recovery since the Great Recession of 2008 and 2009. The markets have been on a bull run for over nine years now.
To obtain Social Security credits, the Social Security Administration reviews at the amount of money you earn from work on which you have paid Social Security payroll tax. You must […]
The Amazon Effect is a term created to describe the ongoing evolution and disruption of retail markets, due to an increase in e-commerce. As Amazon has grown, its effect over […]
We all know Facebook has changed the way we communicate and share our thoughts but has it invented a new way to measure time?
The evolution of cybercrime in recent years has less to do with hacker’s technical tools and everything to do with a new business model.
Is a Morningstar’s top-ranked five-star mutual fund a good fund to buy? Most people are familiar with Morningstar and their ranking system for mutual funds.
The beginning of a new year is typically marked with intentions to “do better” in some form or another. Whether we’re trying to eat less, exercise more, improve in our […]
Our advisors commonly assist in legacy planning, that is, the coordinated distribution of client or family wealth, to occur at the end of one’s life. While some seek to give […]
Looking for a nice Christmas gift for that special someone? How about making them a trillionaire?
An increasing number of women are taking the lead in financial affairs – whether for themselves, their families, or in response to an unfortunate loss of spouse. A couple critical […]
The Myth of American Decline » Article by MITCH LEVIN, MD, CWPP, CAPP | Featured in the September 2017 edition of The Rational Optimist™ | January 10, 2012 Click Here to Read More