Post-Election Breakdown

All politics are local—or so the saying goes. But are all politics financial? There’s no doubt that many voters vote with their wallet, and there’ a vein of conventional wisdom that states that while social and cultural issues might generate the biggest headlines, the most important factor on election day is the state of the economy and its impact on the financial fortunes of families and individuals.

Don’t Drop the Ball

This is the time of year when our advisors are scheduling year-end planning meetings with clients. Year-end planning is more than just a pro forma check-in, it’s an important practice and an opportunity to make sure our clients are checking all of the important boxes each year. It’s crutial to not miss out on opportunities to minimize tax burden and to make smart and strategic decisions about how to handle assets.

Loan Wolves

This is the time of year when our advisors are scheduling year-end planning meetings with clients. Year-end planning is more than just a pro forma check-in, it’s an important practice and an opportunity to make sure our clients are checking all of the important boxes each year. It’s crutial to not miss out on opportunities to minimize tax burden and to make smart and strategic decisions about how to handle assets.

Seasonal Savvy

This is the time of year when our advisors are scheduling year-end planning meetings with clients. Year-end planning is more than just a pro forma check-in, it’s an important practice and an opportunity to make sure our clients are checking all of the important boxes each year. It’s crutial to not miss out on opportunities to minimize tax burden and to make smart and strategic decisions about how to handle assets.

A Loan in the Dark

A Loan in the Dark The rhetoric and reality of the student loan forgiveness debate Student loan forgiveness has been a political football for what feels like many years now. While the idea started in progressive circles, it has become more mainstream recently. With a Democratic administration and Congressional majority, the prospects of substantial student […]

The Personal View

There’s an understandable degree of nervousness that comes with watching the markets dip and seeing the price of assets in your portfolio go down virtually in real-time. But it’s critically important not to let an emotional reaction lead to poor decision-making. When you’re up close and personal to a couple of trees toppling over in the high winds of a market correction, it’s not always easy to remember that the overall health of the forest remains strong.

Russia & Ukraine

There’s an understandable degree of nervousness that comes with watching the markets dip and seeing the price of assets in your portfolio go down virtually in real-time. But it’s critically important not to let an emotional reaction lead to poor decision-making. When you’re up close and personal to a couple of trees toppling over in the high winds of a market correction, it’s not always easy to remember that the overall health of the forest remains strong.

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