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2022 Year-End Planning Tips
In some ways, 2022 was a better year than 2021 or 2020. The pandemic, while still not behind us, is …
4 Reasons to Stay Invested for the Long Run
2022 has been a challenging year for investors. Although this type of drawdown in equity markets is not uncommon, what …
Special Needs Planning – FAQs
Having a comprehensive estate plan in place is important for everyone, regardless of your personal family life, and can cover …
GUIDES & WHITEPAPERS
A Guide to Qualified Personal Residence Trusts (QPRTs)
What is a Qualified Personal Residence Trust? A Qualified Personal Residence Trust (“QPRT”) is an irrevocable trust that holds either …
Tax Planning Opportunities with QSBS – “Packing” & “Stacking”
Section 1202 – An Overview Previously, we’ve discussed the historical context, shareholder/corporate qualification requirements, and common shareholder issues faced by …
Divorce Asset Planning Guide
Take control of your finances during and after divorce with our complimentary divorce planning guide.
MARKET COMMENTARY
2022 2nd Quarter Commentary: “Inflation Has Everyone on Edge – What Comes Next? ”
Recap In a continuation of the first quarter, stocks and bonds struggled to find any sort of traction in the …
2022 1st Quarter Commentary: “Bound by Bonds”
We relayed a note in late February discussing the war in Ukraine, our thoughts, a few points on markets, and …
VIDEOS
Markets in 2 Minutes – November 2022
How are the conditions of China’s economy and markets affecting U.S.-based investors? If your investments are diversified, your exposure may …
Markets in 2 Minutes – October 2022 – Part 2
Currently, the strength of the U.S. dollar may prove advantageous for travelers, but poses some challenges for global investors. Connor …
Markets in 2 Minutes – October 2022
Despite discomfort resulting from ongoing market volatility, it’s important to stay invested, as historical bear markets have taught us that …
FINANCIAL DICTIONARY
Price/Earnings Ratio (P/E Ratio)
P/E Ratio Meaning The Price/Earnings Ratio (P/E Ratio) is a ratio used by investors to help evaluate how cheap or …
Real Estate Investment Trust (REIT)
What is a REIT? A Real Estate Investment Trust, or REIT, is a pooled investment that invests primarily in income-producing …
Health Savings Account
What Is a Health Savings Account? A Health Savings Account, or HSA, is an account that offers individuals covered by …
2022 3rd Quarter Commentary: “When Does the Song Change?”
Recap When we all look back at our quarterly notes written throughout 2022, there will be a common refrain. It …