What is a Mega Backdoor Roth IRA?
Most people have heard of Roth IRAs. Those who qualify typically contribute and those who do not qualify can sometimes …
Thinking of Engagement? 15 Financial Questions to Ask Before Getting Married
When two people who are both professionals consider getting engaged and married, it is imperative that they first consider their …
Understanding Risk Tolerance
There is always something to be uncertain about and one does not have to look very hard to find negative …
Summer Reading List 2021
Now that school is out and a holiday weekend is just around the corner, some may be looking to brush …
How To Financially Prepare for Divorce
You are divorcing. You have a million things to think and worry about. Your divorce professional (whether it be a …
Inconsistencies in ESG Metrics
With sustainable and impact investing assets accounting for a fourth of the total U.S. net flows in 2020, it is …
Farewell, June Cleaver
In 2020, we saw American motherhood shift into an insane multi-tasking circus which included our normal work, but now at …
Laddering Life Insurance to Reduce Costs
A Brief History of Life Insurance Life insurance is a powerful tool in wealth management with a long history dating …
Fixed Income Investing in a Rising Rate Environment
Expected future returns for the prototypical equity/fixed income portfolio have been coming down for the last few years as valuations …
The Child Tax Credit: 2021 Updates
The Child Tax Credit has existed in many forms over the last 20 years, but the changes implemented by the …
The Shape of Things to Come: 2021 Tax Law Proposals
Although I am writing this in early April, I promise you, this is no April Fools’ Day joke. There are …
Planning Challenges for Rising Partners at Top Law Firms
Attorneys at the largest, most selective law firms work in a rarefied space. They serve leading companies, advise top officials, …
Advisor Designations and What They Mean
When looking for a financial advisor, you’ve probably noticed the “alphabet soup” of letter combinations that can follow an advisor’s …
How Are Trusts Taxed? FAQs
With the tax season fast approaching, you may have questions about how your trust is taxed, who is responsible for …
Why Do We Need A Women’s History Month?
For many young girls today, this may be a valid question. But for many of us, we grew up with …
Introduction to Impact Investing: History, Strategies, and Trends
When it comes to modern investing, individuals have a multitude of options to choose from and a myriad of ways …
Trading vs. Investing: What We Can Learn from the GameStop Saga
I was recently quoted in an article for Long Island Newsday, and mentioned that there are big differences between investing …
What Is An OCIO?
What is an OCIO? An Outsourced Chief Investment Officer (OCIO) acts as a full-service third-party provider to wealth management, investment …
