Year-End Tax Planning Checklist: What You Need to Know
Art Graper, CFP® December 18, 2018
Year-end tax planning should be a part of everyone’s financial routine. The checklist from our Wealth Strategies Group, included below, serves as a starting point.
Gregg Anderson December 13, 2018
As the end of 2018 approaches and we reflect on the major events of this year, the intensifying trade conflict between the United States and China looms near the top of the list. So far this year, the Trump administration has placed tariffs on $250 billion worth of Chinese imports, leading China to strike back accordingly as each new block of tariffs is imposed. This tit-for-tat...
What's Bothering the Stock Market?
Dave Donabedian, CFA December 11, 2018
Volatility—and in a downward direction—returned to global equity markets in the early days of December. We see three fundamental factors impacting sentiment, boosting volatility and prompting “risk off” behavior.
G2G Impact: How to Control Your Credit So It Doesn’t Control You
Jordan Sheiner December 11, 2018
Welcome to Part III of our four-part series about some of the strategies you can use to achieve your financial goals—both today and in the future.
More than ever before, debt has found a way to creep into nearly all of our lives. Today, 70 percent of college students graduate with significant student loan debt, and the average American has a credit card balance of $6,375—a...
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 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.