Articles

Market Commentary

• Weekly Market Commentary | March 20, 2023
• Weekly Market Commentary | March 13, 2023
• Weekly Market Commentary | March 6, 2023
• Weekly Market Commentary | February 27, 2023
• Weekly Market Commentary | February 21, 2023
• Weekly Market Commentary | February 13, 2023
• Weekly Market Commentary | February 6, 2023
• Weekly Market Commentary | January 30, 2023
• Weekly Market Commentary | Jan. 23, 23
• Weekly Market Commentary | Jan-17-23
• Weekly Market Commentary | January 9, 2023
• Weekly Market Commentary | January 3, 2023
• Weekly Market Commentary | December 19, 2022
• Weekly Market Commentary | December 12, 2022
• Outlook 2023 | Client Letter
• Outlook 2023 | Finding Balance
• Weekly Market Commentary | December 5, 2022
• Weekly Market Commentary | November 14, 2022
• Weekly Market Commentary | November 7, 2022
• Weekly Market Commentary | Oct 31, 2022
• Weekly Market Commentary | October 24, 2022
• Weekly Market Commentary | October 17, 2022
• Weekly Market Commentary | October 10, 2022
• Weekly Market Commentary | October 03, 2022
• Midyear Outlook 2022 | Navigating Turbulence

Estates & Trusts

• What Key Estate Planning Tools Should I Know About?

  Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.

• How Can I Benefit from a Charitable Remainder Trust?

  A designated income beneficiary could receive payment of a specified amount from a charitable remainder trust.

Retirement

• What Is a SIMPLE?

  The SIMPLE plan may appeal to small business owners as it is easy to set up, administer, and allows for a tax deduction.

• What Are My Retirement Planning Options?

  There are a variety of retirement planning options that could help meet your needs. Here are some of the most popular.

• How Can I Estimate My Future Social Security Benefits?

  The Social Security Administration’s retirement estimator gives estimates of your future benefits based on your actual Social Security earnings record.

• What Is a Traditional IRA?

  If you do not participate in an employer-sponsored retirement plan, you might consider a traditional IRA.

• What Is a Roth IRA?

  Qualified Roth IRA distributions in retirement are free of federal income tax and aren’t included in gross income.

Tax Planning

• What Happens If I Withdraw Money from My Tax-Deferred Investments Before Age 59½

  Tax-deferred retirement account withdrawals before age 59½ generally triggers a 10% federal income tax penalty.

• How Can I Benefit from Tax-Advantaged Investments?

  Many traditional tax-advantaged investment strategies have gone away, but there are still some alternatives.

• Is There Such a Thing as a Tax-Free Investment?

  It's important to understand tax-exempt vehicles when establishing a comprehensive tax planning strategy.

Investing

• How Are Growth and Value Stocks Different?

  The labels growth and value reflect different approaches that can be used when making investment decisions.

• How Are Mutual Funds Taxed?

  Mutual fund taxes can be cumbersome, but there are ways to help mitigate the amount of taxes you may owe.

• How Do Mutual Funds and Stocks Differ?

  The difference between purchasing an individual stock versus shares in a mutual fund to potentially earn dividends.

Cash Management

• What Cash Management Tools Are Available?

  Short-term cash management instruments can help you establish a sound cash management program.

• What About Financial Aid for College?

  It's important to understand the options, such as financial aid grant programs, when having to pay for college.

Risk Management

• How Can I Maximize My Insurance Benefits?

  Several factors could undermine the financial security provided by the proceeds of your life insurance policy.

• Am I Prepared for Long-Term Care Expenses?

  The odds of needing long-term care increase as you age. Prior planning can help protect you from financial ruin.

• What Does Medicare Cover?

  Medicare is the federal health insurance program for those persons age 65 and over. But what does it cover?

• What Are the Basic Types of Life Insurance?

  When selecting a life insurance policy, examine all your options, as well as the positives and negatives of each type.