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.

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...

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.

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...

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.

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.

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.

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.

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.

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.

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.

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.

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.

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

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.