Make Estate Planning Part of Your New Year’s Resolutions
As we kick off a new year, many of us are focused on keeping our resolutions and achieving our goals ...
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Engaging Both Partners: Why It’s Critical to Include a Non-Financial Spouse in Planning Discussions
Relationships are many things, and one of those things is a financial partnership. But what happens if one part of ...
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 ...
Tim Talbott, MA, CFP®
Tim Talbott is a Senior Advisor Associate in the San Rafael office. As the modern Renaissance man that he is, ...
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 ...
2021 3rd Quarter Commentary: “Updating an Outdated Jigsaw Puzzle”
In this letter: We take a break from the U.S. to focus on markets overseas by looking at a dated ...
2021 1st Quarter Commentary: “Modern is the Setting, Not the Theory”
In this letter: A discussion of Modern Monetary Theory. While interest rates are back up, the rebound in risk-assets continues ...
2020 4th Quarter Commentary: “2020: Happily In Hindsight”
In this letter: As 2020 ends, the contrast between solid financial markets and the ravages of COVID-19 continued Both equity ...
Charitable Lead Annuity Trusts (CLATs)
What is a Charitable Lead Annuity Trust (CLAT)? A charitable lead annuity trust (“CLAT”) is a type of charitable trust ...
Choosing Executors, Trustees, and Guardians for Your Estate Plan
Who would you trust to take care of your children if something happened to you? Who would you trust to ...
Estate Planning 101
What Is Estate Planning? Estate planning is the process of arranging and managing one’s assets during their lifetime to ensure ...
Organizing Finances Before, During, and After Divorce
Most people don’t begin their marriage expecting it to end in divorce. For those who are ending a marriage, having ...
