Institutions Manage Wealth

Goodbye to the Stretch-IRA and Hello to Testamentary Charitable Gift Annuities and Testamentary Charitable Remainder Trusts

The Setting Every Community Up for Retirement Enhancement Act (SECURE Act) that went into effect at the beginning of 2020 aims to expand, preserve, an...
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Market Commentary

Quarterly Insights: October 2020

This is the third quarterly commentary in which the coronavirus takes center stage. The pandemic has impacted our society, economy, health, markets, p...
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Manage Wealth

Are Tax Increases on the Horizon?

As we move into the sixth month of masks, sheltering-in-place and all the awful effects of the coronavirus pandemic, the U.S. government has pledged a...
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Manage Wealth

Financial Planning in a Pandemic: More Important Than Ever

None of us could have planned perfectly for 2020. This year has delivered a marked departure from the norm, as the COVID-19 pandemic has changed the r...
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Market Commentary

Quarterly Insights: July 2020

The first half of 2020 has been exceptionally difficult, affecting each of us in one or many ways. Since our last quarterly commentary, the coronaviru...
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Market Commentary

Message From the CEO

I want to start by thanking Linda for her last 10 years at our helm, highlighted by our regained independence as a 100% employee owned firm and the us...
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Market Commentary

Quarterly Insights: April 2020

Much has changed since we provided our last quarterly commentary in early January, as the economy’s brisk pace continued, and the stock market showed ...
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Market Commentary

Stay Calm and Carry On

The current financial market panic is unprecedented – just as all preceding panics were unprecedented. Yet, during times of panic, malfunctioning mark...
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Market Commentary

Rallying Into 2020

Early in the new year, after experiencing strong gains in their U.S. stock portfolios in 2019, investors saw geopolitical risk pulled into the spotlig...
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Manage Wealth

New Tax Law Could Benefit You

The Setting Every Community Up for Retirement Enhancement (SECURE) Act was passed in December 2019. It is one of the largest pieces of retirement legi...
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