Guides & WhitepapersInvesting A Primer on Impact Investing March 18, 2021Our team discusses history, trends, & strategy.
Guides & WhitepapersEducation PlanningFinancial Planning How Savvy Investors Plan for Education Expenses (2020 Update) September 18, 2020There is a changing reality for many parents: that advanced planning and a long-term strategy…
Guides & WhitepapersBehavioral FinanceBusiness OwnersWealth Transitions Preparing to Sell Your Business: How to Optimize the Sale and Transition September 9, 2020We’ve worked with entrepreneurs over the years who have poured their hearts and souls into…
Guides & WhitepapersEstate Planning Choosing Executors, Trustees, and Guardians for Your Estate Plan June 12, 2020Who would you trust to take care of your children if something happened to you?…
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: A Powerful Gifting Strategy March 11, 2020One of the most flexible and powerful gifting techniques is to loan money to other…
BlogGuides & WhitepapersEstate Planning What to Consider When Creating a Trust February 26, 2020You’ve decided to create and fund a trust as part of your overall estate plan.…
BlogGuides & WhitepapersFinancial PlanningWealth Transitions Organizing Finances Before, During, and After Divorce February 4, 2020Most people don’t begin their marriage expecting it to end in divorce. For those who…
Guides & WhitepapersEstate PlanningFinancial Planning What is an Intentionally Defective Grantor Trust (IDGT)? January 27, 2020Intentionally Defective Grantor Trusts (“IDGTs”) are a commonly used estate planning vehicle to transfer wealth…
Guides & WhitepapersFinancial PlanningTax Planning 2021 Federal & State Estate and Gift Tax Cheat Sheet January 15, 2020Here we have provided a “cheat sheet” to keep in mind for 2021 federal estate,…
Guides & WhitepapersFinancial PlanningHealthcare Medicare: Everything You Always Wanted to Know September 23, 2019Medicare: The Basics Medicare is the Federal health insurance program for people ages 65 and…
Guides & WhitepapersFinancial PlanningRetirement PlanningSocial Security Social Security Optimization: What You Should Know August 2, 2019It is no secret that many Americans are ill prepared for retirement (excluding our clients,…
Guides & WhitepapersFinancial PlanningHealthcareRetirement Planning Defining your Objectives for Long-Term Care January 28, 2019Americans are living longer and healthier lives than at any other time in history. Average…
Guides & WhitepapersFinancial PlanningInvesting The Lesser-Known Benefits of Margin Borrowing October 2, 2018It is often surprising to find so few investors and financial professionals that are aware…
Guides & WhitepapersEstate PlanningFinancial Planning Designating Powers of Attorney (POAs) September 13, 2018Selection, Documentation, and Communication Best Practices Most of our clients put Powers of Attorney or…
Guides & WhitepapersInvesting Equity Market Volatility and Long/Short Investing August 6, 2018A Portfolio Manager Q&A Special Thanks to Jay Feeney, CFA, Co-Chief Executive Officer & Chief…
Guides & WhitepapersEstate PlanningFinancial Planning Preparing to Meet with Your Estate Planning Attorney July 2, 2018You can streamline the estate planning process by coming prepared to your first meeting with…
