Market Commentary

The Clarity Formula – Estate Planning Exemption Limits
February 23, 2021

The Clarity Formula – Estate Planning Exemption Limits

The Tax Cuts and Jobs Act signed into law in December of 2017, nearly doubled the estate, gift, and generation skipping transfer tax exemption from $5.49 million to $11.18 million.…

Read article
2020 Year End Financial Resolutions
December 16, 2020

2020 Year End Financial Resolutions

It’s that time of year to reflect on everything that has happened over the course of this last year. 2020 was unprecedented, to say the least. Many people were forced…

Read article
Have You Performed Your Year End Financial Review?
November 12, 2020

Have You Performed Your Year End Financial Review?

2020 has been an unprecedented year in many regards. However, that should not serve as an excuse to ignore your personal finances. Right now is a great time to consider…

Read article
Account Titling and Estate Planning Document Updates
September 24, 2020

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 article
What The Potential Election Outcomes Could Mean for Investors
September 18, 2020

What 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 article
What You and Yours Need to Know About Student Loan Repayments During the Pandemic
August 19, 2020

What 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
SECURE Act – “Stretch” Elimination
June 17, 2020

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 article
Long-Term Care Insurance
May 20, 2020

Long-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 article
Navigating the COVID-19 Crisis Webinar – Recording Now Available
April 16, 2020

Navigating 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 article
CARES Act Update
April 3, 2020

CARES 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 article

Connect with Us

Ask a Question

We're always open to answering personal financial questions.

Let's get in touch

Start Your Plan

We are excited to connect with you. Please fill out the form to get in touch with us.

We are committed to fostering a diverse and inclusive atmosphere to promote cultural sensitivity where we live and work. Click here to read our Diversity & Inclusion statement and Core Values.