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 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.
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 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.
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.
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.
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.
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.
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.
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.
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.
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...
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...
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.
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...