The Lesser-Known Benefits of Margin Borrowing
It is often surprising to find so few investors and financial professionals that are aware of the possibilities and advantages ...
Designating Powers of Attorney (POAs)
Selection, Documentation, and Communication Best Practices Most of our clients put Powers of Attorney or “POAs” in place as they ...
Equity Market Volatility and Long/Short Investing
A Portfolio Manager Q&A Special Thanks to Jay Feeney, CFA, Co-Chief Executive Officer & Chief Investment Officer, Boston Partners After ...
Preparing to Meet with Your Estate Planning Attorney
You can streamline the estate planning process by coming prepared to your first meeting with your estate planning attorney. It ...
Estate Plan Checkup Checklist
We recommend reviewing your estate plan regularly to determine whether it remains up to date – below is a checklist ...
Naming Account Beneficiaries
Don’t Overlook this Important Planning Opportunity Before she passed away, Jade was diligent in making sure her will was in ...
A Primer on the Grantor Retained Annuity Trust (“GRAT”)
Objective The objective of the Grantor Retained Annuity Trust is to remove appreciation on the transferred assets from the grantor’s ...
A Primer on Dynasty Trusts
Why is it called a “Dynasty Trust”? Some are surprised to learn that most trusts are temporary. Unlike a corporation, ...
The Cryptocurrency Question
A very common financial question that we have been asked before relates to Bitcoin1 (or any type of other cryptocurrency). ...
Keep Your Identity to Yourself!
With all the recent headlines from the hacking of consumer data at Equifax, combined with data breaches over the years ...
Reaching Your Long-Term Investment Goals: Get Started with a Roadmap
You are interested in a Long-Term Investment Strategy but not sure where to start. Good! This is for you. Throughout ...
Optimize Your Charitable Giving with Donor Advised Funds
In addition to the personal fulfillment many individuals find by supporting charitable causes special to them, a thoughtfully planned and ...
