Insights
SECURE 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…
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…
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