Financial Advice: An Art or a Science?
Over the past three and a half decades as a financial advisor, I have experienced my fair share of difficult …
5 Planning Steps to Consider Before Year-End 2022
As summer ends and we look toward the Fall, you should aim to maximize your opportunities to transfer wealth to …
Striking the Balance: 10 Tips for Managing Burnout While Building Your Career
Like millions of folks around the world, my life took a complete turn in April of 2020. Within seven days, …
Helping Your Children or Grandchildren Buy Their First Home
Residential real estate markets in desirable cities across the country have long been appreciating in value faster than real estate …
The Sandcastle and the Larger Dune
I am writing this from my laptop, while attending a conference on “Artificial Intelligence in Financial Technology” at Stanford University …
Seven Tips for Budgeting in Your 20s
Your 20s are often a great transitionary phase. For many, this is a time dedicated to self-discovery, learning about life …
Navigating the Changing Financial Landscape for Professional Golfers and Athletes
Spending over 20 years in the wealth management business, one would think we’ve seen it all – market ups and …
U.S. Property & Casualty Trends: Common Questions on Rising Homeowner and Auto Premiums
Recently, Tom Kavanagh, a financial advisor at Wealthspire Advisors, sat down with Christina Kjaeroe and Heather Vinson, Personal Insurance Advisors …
The One Thing the Market (Almost) Never Does
Amid the seemingly endless volatility in the U.S. stock market, it may surprise you to know that we have a …
Retirement Checklist: Planning Today for the Tomorrow You Deserve
“Planning is bringing the future into the present so that you can do something about it now.” – Alan Lakein …
Incomplete Non-Grantor (ING) Trusts – FAQs
What is an Incomplete Non-Grantor (ING) Trust? An ING trust is a trust you set up in which assets you …
The Securing a Strong Retirement Act of 2022: What You Need to Know
The Securing a Strong Retirement Act of 2022 (aka SECURE Act 2.0) recently passed the House (by a 414-5 margin, …
Cybersecurity Best Practices: Staying Vigilant During the Russia-Ukraine Crisis
While following cybersecurity best practices is always important, there are often events that bring the importance of these measures back …
How Should I React to Market Volatility?
After years of positive market performance, newer investors are seeing for the first time that markets do not go up …
Puncturing Inflation
“We don’t really know what it is, we don’t really know what causes it, we don’t really know how to …
Margin vs. Mortgage: What to Consider When Purchasing a Home
Most of us understand how getting a mortgage can help us to purchase a home. We use our personal funds …
How Medical Professionals Can Build a Solid Financial Plan
The pandemic has been taking a grueling toll on medical professionals. According to a recent survey, more than 73% of …
What Corporate Executives Should Know About Their Equity Compensation
You work so hard to drive company performance, and your success and accomplishments provide additional compensation through your company’s equity-based …
