Insights
Account Titling and Estate Planning Document Updates
Account titling and beneficiary designations are two key yet often overlooked components of estate planning. Your estate documents will ensure your assets are distributed according to your wishes. However, your…
Read articleWhat The Potential Election Outcomes Could Mean for Investors
First, we would be remiss if we didn’t remined investors that markets have enjoyed positive returns under most presidents – regardless of which party. The reason is that generally speaking, markets…
Read articleWhat You and Yours Need to Know About Student Loan Repayments During the Pandemic
Millions of student loan borrowers across the country are facing difficulty making payments on their loans as the Coronavirus pandemic continues. You personally may not be encountering this problem, but…
Read article“Unprecedented”
In the first quarter of this year, the stock market saw an unprecedented decline – in terms of the speed and magnitude with which it took place. In the aftermath and…
Read articleSECURE Act – “Stretch” Elimination
The Setting Every Community Up for Retirement Enhancement (SECURE) Act, which became law on December 20, 2019, drastically changed a very powerful financial and estate planning tool. For many, the…
Read articleLong-Term Care Insurance
Roughly half of today’s 65-year olds will eventually develop a chronic medical condition, a disability, or a disorder that will require some form of long-term care services. Waiting until you…
Read articleThe Great Lockdown
To say that investors just witnessed an historic quarter would be a huge understatement. In mid-February, the stock market hit an all-time record high. Just one month later people were asking if…
Read articleNavigating the COVID-19 Crisis Webinar – Recording Now Available
Last week our Chief Investment Officer, Jordan Kahn, CFA®, provided an in-depth look at the market, as well as an overview of our investment management strategy during the current crisis.…
Read articleCARES Act Update
The recently passed Coronavirus Aid, Relief, and Economic Security Act, or the CARES Act, has introduced many provisions that clients should consider. Below, we have highlighted one section of the act that…
Read articleCOVID-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…
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