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Clean Energy: A Sunny and Windy Forecast

Lance Marr, CFA
December 06, 2018

There’s no question that energy is what makes the world go ‘round. Nor that traditional resources— primarily fossil fuels—are ultimately finite. And today, there’s no question that clean energy is not only competing with traditional sources of energy, in many cases it is beating them.

G2G Impact

G2G Impact Planning Foundations: Savings and Investments

Jordan Sheiner
December 04, 2018

The Millennial generation is already great at saving—a result of having the importance of saving ingrained at an early age. Unfortunately, investing doesn’t come as naturally for this generation: a full three in five Millennials aren’t invested in the stock market at all.

Wealth Strategies

Preparing Yourself Financially For The Unexpected

Cathy Schnaubelt
November 29, 2018

At times of personal and family crisis such as divorce or death of a spouse, financial matters are among the last things that you should have to worry about. Yet, concerns about everyday questions like how to pay the bills and how to access online accounts often find their way to the top of the list of anxieties.

G2G Impact

G2G Impact Planning Foundations: Planning For Your Future

Jordan Sheiner
November 28, 2018

Despite an abundance of tempting short-term purchases, such as a newer, larger apartment, a better car or that next international vacation, millennials are also increasingly thinking about the long-term, even if they’re not sure how to get there.

Wealth Strategies

Medicare: What’s Changing in 2019

Camille Barron
November 20, 2018

Open Enrollment runs from October 15 through December 7, 2018. As always, there are changes this year compared to last. Let’s look at some of the most significant and explore why they matter to you.

Wealth Strategies

How to Incorporate Philanthropic Giving into Your Estate Plan

Cathy Schnaubelt
November 15, 2018

Regardless of why you choose to give, you can easily incorporate your philanthropic goals into your estate plan with the help of your wealth advisor or estate planning attorney.

Investments

FOMC Leaves Rates Unchanged

Gary Pzegeo, CFA
November 08, 2018

The Federal Reserve left the target range for short-term rates at 2.00% - 2.25%. Markets had placed very low odds of a move at today’s meeting.

Wealth Strategies

5 Strategies to Protect Family Wealth

Cathy Schnaubelt
November 08, 2018

While many people worry that a volatile market environment or bad investment decision will cause them to lose a substantial portion of their assets, as people grow wealthier, they also become more susceptible to lawsuits that attempt to capitalize on their hard-earned wealth.

Wealth Strategies

Second Chances: The Importance of Post-Mortem Planning

Lindsay Jacobsen
November 06, 2018

In addition to articulating the deceased’s intentions for the distribution of their assets, an ideal estate plan considers the many unknowns that are difficult to anticipate before death, like taxes and estate liquidity—not to mention family and business complexities.

Wealth Strategies

The Advantages of Donor Advised Funds as a Charitable Giving Strategy

Cathy Schnaubelt
October 30, 2018

As a donor you have many options, but one giving strategy—donor-advised funds—has exploded in popularity over the last few years.

Wealth Strategies

Investing with a Purpose

Cathy Schnaubelt
October 25, 2018

A multitude of new investment opportunities have emerged that allow investors to “do well by doing good.” In other words, investors no longer need to separate investing with a purpose from financial gains—these two goals can be achieved simultaneously.

Wealth Strategies

Uncovering the Facts About Estate Planning Documents

Halsey Schreier
October 23, 2018

Myths aren’t just the stuff of legends. They’re everywhere—even in the financial world. Myths can be damaging, but also instructive, especially when we examine the counter-story. Each quarter in The Advisor, we will address some of the common myths that surround a particular wealth management or investment topic. This quarter, our focus is on estate planning, health care proxies and...

Wealth Strategies

6 Reasons Why You Need an Estate Plan

Cathy Schnaubelt
October 18, 2018

Although we typically associate the term “estate” with the ultra-wealthy, estate planning is not just for the rich. Everyone, regardless of family dynamics or financial status, can benefit from having an estate plan—a collection of documents that specify how you want your assets distributed. Nevertheless, most people have neglected to put such plans in place. According to a recent survey...

Investments

Volatility Returns

Dave Donabedian, CFA
October 12, 2018

While a spike in volatility can be unnerving, it is a normal part of the market cycle. There are myriad theories on why the strong upswing in the third quarter has abruptly reversed course in October. We would cite two as the most dominant.

Wealth Strategies

Effective Philanthropy: How to be More Strategic about Giving

Cathy Schnaubelt
October 11, 2018

Americans tend to be very charitable. Historically, charitable giving as a percentage of GDP has consistently hovered around 2%. In 2017, this amounted to more than $400 billion, according to Giving USA. Yet, most of us don’t really understand the impact that our donations have on the causes we choose to support. After the check is written, where does the money go? Strategic philanthropy is a...

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