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Summarizing the Consolidated Appropriations Act

Theresa Marx
January 20, 2021

The Consolidated Appropriations Act is focused on both funding the government through its fiscal year and providing various forms of relief to individuals and businesses.

Wealth Strategies

Personal Finance for Young Adults: Digital Assets - Know What They Are and How to Protect Them

Halsey Schreier
January 19, 2021

Do you know the value of your online life and have you considered including your digital assets in your estate plan?

Investments

January Investment Bulletin

Bill Norris
January 04, 2021

Stay current on what’s happening in the economy to help you better understand how the financial news relates to your investments.

Investments

Federal Reserve Holds Steady

Gary Pzegeo, CFA
December 16, 2020

A summary of the Federal Reserve's final scheduled meeting of 2020.

Wealth Strategies

Four topics to explore to help you make better healthcare decisions

Elizabeth Nichols
December 14, 2020

Are you feeling overwhelmed by an ever-changing healthcare system?

Wealth Strategies

Personal Finance for Young Adults: Risk Management with Property and Casualty Insurance

Halsey Schreier
December 09, 2020

What if you’re in a car accident? What if your house or apartment burns down or is broken into? What if a tree falls on your roof?

Wealth Strategies

Cognitive decline: Three action items to help plan for the path of inevitable change

Elizabeth Nichols
December 08, 2020

Are you concerned about cognitive decline in you or a loved one?

Wealth Strategies

Financial Planning for Young Adults: Life Insurance

Halsey Schreier
December 02, 2020

Are there people in your life who depend on you for financial support? Do you want the security of knowing that you’ll always be able to pay for your child’s education, maintain the mortgage on the family home or provide for your spouse in retirementꟷeven if you’re no longer there?

Wealth Strategies

Four practical steps you can take to ensure your estate plan is effective

Elizabeth Nichols
December 01, 2020

Are you thinking about your estate plan and how it might impact your family?

Wealth Strategies

Financial Planning for Young Adults: Mortgage Basics and Tips for Buying Your First Home

Halsey Schreier
November 24, 2020

Are you tired of renting? Are you considering purchasing your first home? Do you dream of owning a house that can provide both you and your family a sense of stability and community?

Wealth Strategies

Are you thinking about filing for social security? Five factors to consider

Ryan Christine Coulson
November 19, 2020

Are you thinking about filing for social security? As you begin your analysis, there are five factors to take into consideration to help you make this important decision.

Wealth Strategies

Three types of equity incentive compensation to understand

Ryan Christine Coulson
November 17, 2020

There are three main types of equity compensation—each with its own pros and cons as they relate to risk and return, taxes, vesting requirements and impact on your investment portfolio.

Wealth Strategies

Converting your traditional IRA to a Roth IRA? Three considerations when converting to a Roth IRA

Ryan Christine Coulson
November 12, 2020

If you have a traditional IRA and are thinking about converting it to a Roth IRA, there are three factors to consider that may help determine if conversion is the best option for you.

Wealth Strategies

Starting to plan for retirement? Four questions to ask—at any age

Ryan Christine Coulson
November 10, 2020

Whether you are in your 20s, your 70s, or somewhere in between, answering four questions may help to narrow the scope and start on your path to retirement planning.

Investments

November Investment Bulletin

Bill Norris
November 05, 2020

Stay current on what’s happening in the economy to help you better understand how the financial news relates to your investments.

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