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 …
Why We Need to Talk About Money and How to Get Started
A few years ago, I was out on a hike with my friend when she asked me a question: “Are …
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 …
