Many of our clients give to charitable organizations, but may wonder if there are better ways to maximize the impact of their altruistic efforts, both from their own perspective and that of their organization. If you fall into this camp, this post...
Have you heard about the recent changes to 529 education plans? The benefits under 529 plans have expanded for 2018, and beyond. Now parents and grandparents are in a better position to help their children plan ahead for education expenses and...
U.S. Economy Recent Developments: Evidence continued to mount that U.S. economic growth was poised to remain solid in the second half of 2018. Real GDP appeared set to average a 3% pace during the third quarter, led by continued growth in...
When you were young, you looked to your parents to take care of you. However, at some point, the tides may change, and it may be your turn to look after your parents’ best interests. Though planning for long-term care may not be a priority now,...
While the media tends to focus on the many Americans who are completely unprepared for retirement, not every household has postponed a retirement savings agenda until midlife. According to a Princeton Research Associates survey[1], about 10 percent...
U.S. Economy Recent Developments: The U.S. economy has been firing on all cylinders, helped along by a strong rebound in household spending, business investment, and surprising strength in net exports. Unemployment continues to fall, wages are...
57% of workers say saving for retirement is their top financial priority and close to 59% expect their standard of living in their golden years to be the same or even better[1]. Yet Americans give themselves a C when it comes to preparing for...
It’s likely you have seen a lot of commentary regarding blockchain technology and cryptocurrencies. Yet, many individual investors have a difficult time understanding these new technologies and their relevancy. Beyond the hype, we think there is...
Think for a moment about the word “empowerment.” What does it mean to you? Can you think of a time in your life when you felt empowered? When I hear the word empowerment, and specifically how it applies to women, I think of a strong, confident...
Markets rise, markets fall – Is this time different? The recent return of market volatility has unnerved investors. We offer the following commentary on staying the course and not making sudden changes to your portfolio. Through January, the equity...
