With careful planning, your retirement assets can remain as vital as they had been during your lifetime. And with new distribution rules, it may be a good time to review your existing plans with your tax advisor. It’s equally importantRead More >
Blog
Charitable Giving Opportunities for Affluent Investors
Affluent investors who are charitably inclined may have specific philanthropic and estate planning goals in mind, but may not be familiar with the many vehicles and trust structures available to help them implement their goals. In order to choose theRead More >
Changing Jobs or Retiring? Don’t Forget Your Retirement Savings!
Your retirement savings plan offers you several choices when you decide to change jobs or when you retire. This report explains some of the options you may be able to choose from in deciding how you want the money inRead More >
Advanced Strategies for Managing Volatility
Investors are exposed to financial risk in two ways: company-specific risk caused by problems with an individual holding, such as mismanagement or product obsolescence, and overall market risk, or the potential for an asset class to decline. Diversification among manyRead More >
On Independence Day, Should You Consider an Independent Financial Adviser?
We celebrate the Declaration of Independence on July 4th each year, but chances are that your financial adviser is far more like a member of the British Empire than someone ready to fight at your side. There were many spiesRead More >
It’s 2015: Do You Know Who Your Beneficiaries Are?
Many investors have taken advantage of pretax contributions to their company’s employer-sponsored retirement plan and/or make annual contributions to an IRA. If you participate in a qualified plan program you may be overlooking an important housekeeping issue: beneficiary designations. AnRead More >
Changing Winds
“I can’t change the direction of the wind, but I can adjust my sails to always reach my destination.” –Jimmy Dean Investing can be like sailing the ocean at times. You can have a seaworthy ship, experienced crew, andRead More >
Market Outlook 2015
Quarterly Newsletter – Winter 2015 “It’s Déjà Vu All Over Again” Yogi Berra is a Hall of Fame baseball player known as one of the greatest catchers of all time, yet he may be equally famous for his comicallyRead More >
January Effect
It was a tough close for the equity markets for January. The S&P 500 closed down 1.3% today to finish down 3.1% for January. Corporate earnings were a focal point as several important companies either missed their earnings targets orRead More >
The Impact of Oil
The outlook for crude oil has a significant impact on many aspects of our economy and markets. We briefly mentioned the drop in crude oil prices in our summer newsletter, but the decline has become much more of a relevantRead More >