As many of you have likely noticed, the stock market has experienced a notable drop in recent days. It’s understandable to feel concerned when headlines focus on red numbers and volatile trading sessions. We want to take a moment to talk with you about what’s going on, how we’re thinking about it, and most importantly, how we’ve already prepared our clients’ portfolios for times just like this.
Latest Insights Article
How to Properly Report Qualified Charitable Distributions on Your Form 1040
Making Qualified Charitable Distributions can be a great way to maximize your charitable giving. But this strategy must be reported properly at tax time. Learn how to avoid a tax trap.
How Family Wealth Planning Meetings Can Safeguard the Success of Future Generations
Family conversations around wealth can be uncomfortable. But leaving a legacy is about more than just a gift of money. Learn how a family wealth planning meeting can help with wealth transfer and what to share when you have one.
Our View on the Coronavirus and How it is Impacting Markets
The Coronavirus has dominated the news cycle of late, and markets are clearly reacting to the news because the outcome is unknown. Fear is driving decisions to sell, so we want to share our thoughts about this week’s reaction.
Record-keeping Requirements for Charitable Donations
There are many things we can donate to charity – cash, property, clothing, assets. Each one has its own requirement for receiving an income tax deduction. Review this flowchart to learn more.
Change in FICO System Could Affect Your Credit Score
The FICO scoring system is changing – and it could affect your credit score. Find out if your score is likely to go up or down.
Watch the SECURE Act Webinar Recording and Learn if Your Retirement Plans Need to Change
The SECURE Act likely impacts everyone’s retirement and estate planning. Watch this webinar replay to learn about the major changes and what strategies are available to mitigate potential problems.
The Rules of Personal Record Retention
Ever wonder how long you should keep your receipts, statements, and other accumulated documents? Here are some recommended holding periods for a variety of documents you likely have in your cabinet or drawer.
SECURE Act Law Could be Boon for Charities
The recently passed SECURE Act has made several changes to retirement plans, some of which could result in an increase in the amount of money being left to charities. Read why.
Webinar Invitation: Learn How the SECURE Act Changes Your Retirement and Estate Planning
The SECURE Act is likely to impact everyone’s retirement and estate planning. Learn about the major changes and what strategies are available to mitigate potential problems.
A Big Decision for Seniors: Do I Stay, or Do I Go?
There’s no place like home. That’s the feeling many of us have as we age and need to consider where and how we will live as seniors. It’s not always an option, however. Read how two retirees made their (different) choices.
Resolutions or Goals? Here are 7 Ideas to Jumpstart Your Year.
By the time you read this article, 75% of people will have already given up their New Year’s resolutions. Why? Because resolutions tend to be vague. Learn why setting goals is more effective, and how these 7 ideas can jumpstart your year.
Avoid Fraud in 2020 by Writing the Complete Date
Authorities are warning about a new scam and it’s one that can easily be avoided. Read More.