Insights
COVID-19 Update: Time to Sell or Buying Opportunity?
We have been receiving a lot of calls from clients wondering if we have a plan to deal with the current market environment. One of the difficulties of sending out…
Read articleCoronavirus In Context
Although the coronavirus outbreak first surfaced in late January, it has taken until yesterday to spark an outsized reaction in the financial markets. As of just last week, stock markets…
Read articleEstate Planning: Gifting Strategies
When it comes to sharing your wealth, there may be no better time than the present. If you plan to help your children or grandchildren financially, the question of how…
Read articleCan Markets Repeat a Historic Year?
Coming off such a horrible finish to 2018, not many investors were overly bullish last year. Most breathed a sigh of relief when the markets started to bounce back, but…
Read articleFinancial New Year’s Resolutions
According to a study conducted by the University of Scranton’s “Journal of Clinical Psychology,” 45% of Americans make New Year’s resolutions. Sadly, only 8% of Americans can achieve them. The beauty in making New Year’s resolutions is that you get a fresh opportunity every year. Below are a handful of Financial New Year’s Resolutions that can help improve your financial health…
Read article2019 Year End Planning
With most of 2019 behind us, now is a great time to consider the following financial planning moves, if appropriate for your circumstances. It is important to make sure you…
Read articleThe Wall of Worry (Redux)
In more than a few client meetings, we have found ourselves saying that if you only looked at the headlines and what was going on in the media/politics/geopolitical front, you…
Read articleLife Insurance Basics
Preparing for your family’s future goes beyond investing to meet your goals and objectives. A key component of ensuring your family’s future is financially stable is obtaining the right amount…
Read articleA Tale of Two Markets
While there is always a bull vs. bear debate in any market environment, the cross-currents in today’s financial markets are fairly stark. Recent stock market action is painting a rosy…
Read articleEstate Planning Basics
Estate planning is the process of planning for how an individual’s assets and liabilities will be managed, preserved, or distributed after incapacitation or death. One of the goals of estate planning is to distribute the individual’s assets in the timeliest, most tax-efficient manner in accordance with the wishes of the incapacitated or deceased individual. Estate planning poses a significant challenge because it forces one to think about their own incapacitation or death. That being said, it is imperative to get organized and think about these events…
Read articleHealth Savings Accounts (HSA’s)
A Health Savings Account, more commonly known as an HSA, can be a powerful tool. To put it simply, an HSA is a savings account. An individual or a family…
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