BlogBusiness OwnersCovid-19Trending Topics PPP Loan Forgiveness: Creative Planning Strategies to Consider June 2, 2020On May 15th the SBA released the Loan Forgiveness Application for the Paycheck Protection Program…
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…
In the NewsImpact InvestingIn the NewsInvesting Tim Hughes and Dmitriy Katsnelson interviewed by BenefitsPro on Impact Investing June 2, 2020
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
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…
VideoChartologyCovid-19Investing May Chartology: What’s Behind the Modest 2-month Comeback in Equity Markets? May 29, 2020After equity markets plummeted during the onset of the Coronavirus pandemic, they seem to have…
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…
