BlogCovid-19Financial Planning Take Action During the Pandemic: Ways to Update your Estate Plan and Factor in New Legislation May 21, 2020The sweeping impacts of the COVID-19 pandemic have upended all of our lives in different…
BlogFinancial PlanningInvestingRisk Management & Insurance Balancing the Risks & Rewards of Concentrated Stock in Your Portfolio April 27, 2020It’s been proven that a well-diversified portfolio can be crucial in attaining long-term financial goals…
BlogCharitable GivingCovid-19Estate PlanningFinancial PlanningTax Planning Planning Strategies to Consider in a Volatile Environment April 19, 2020While the Coronavirus pandemic has brought its share of fear and anxiety, it also brings…
In the NewsImpact InvestingIn the News Natalie Truty quoted in MarketWatch article about shift to sustainable investing May 21, 2020
In the NewsCovid-19In the NewsRetirement Planning Michele Walthert interviewed by BenefitsPRO.com on strengthening retirement planning in difficult times May 12, 2020
In the NewsIn the NewsRetirement Planning Advisor Kevin Couper quoted in Forbes article about prematurely tapping retirement savings May 4, 2020
Guides & WhitepapersEstate Planning Estate Planning 101 May 7, 2020The purpose of this white paper is to provide you with an overview of estate…
Guides & WhitepapersCharitable GivingEstate Planning Charitable Remainder Trusts (CRTs) April 8, 2020What is a Charitable Remainder Trust (CRT)? It is a trust where non-charitable beneficiaries (usually…
Guides & WhitepapersEstate PlanningFinancial Planning Intra-Family Loans March 11, 2020One of the most flexible and powerful gifting techniques is to loan money to other…
Market CommentaryInvesting 2020 1st Quarter Commentary: “Poorly Drawn Corollaries” April 13, 2020There is no way to cover everything in one letter. There never is. Many of…
Market CommentaryInvesting 2019 4th Quarter Commentary: “Farsighted Expectations” January 28, 2020The last time a balanced 50% stock/50% bond portfolio performed better than in 2019 was…
Market CommentaryBehavioral FinanceInvesting 2019 3rd Quarter Commentary: “The Recession is Coming! The Recession is Coming! What is a Recession Anyway?” October 29, 2019One of our least favorite things about investing is the remarkable imprecision of language. There…
VideoInvestingTrending Topics Spring 2020 Market Recap April 29, 2020Stimulus, State Bankruptcy, and History-making Market Days - our team covers this and more in…
VideoCovid-19Education PlanningSpecial Needs Planning How is Special Education Impacted by COVID-19? April 1, 2020How are special education services affected by the Coronavirus and social distancing? What can parents…
VideoCovid-19In the NewsInvestingTrending Topics Market Volatility and the Coronavirus: March 12, 2020 Update March 24, 2020In light of developing news around the Coronavirus and the major volatility markets have seen…
