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Some highlights of the Inflation Reduction Act

Theresa Marx
September 01, 2022

A brief summary of key provisions of the Inflation Reduction Act.

FOMC meeting update

Gary Pzegeo, CFA
July 28, 2022

A summary of the Federal Reserve's July 2022 meeting

The downside risk to bonds may be smaller than you think

Chuck Dale
June 27, 2022

Does the current market environment have you thinking twice about adding bonds to your portfolio?

Are you sure that you’re maxing out your 401(k)? Consider a mega-backdoor Roth conversion

Shawn Leist
June 23, 2022

If you’re not familiar with the mega-backdoor options for your Roth IRA or 401(k), you may not be maximizing your contributions.

Wealth Strategies

3 steps to creating a healthy multi-generational family wealth culture

Halsey Schreier
June 14, 2022

One of the many benefits of articulating your family’s wealth culture is that every family member can take into account the values identified by the family when creating their own wealth plan.

Wealth Strategies

Securities-based lending: A low-cost, tax-efficient tool that can help build wealth

Dan Sullivan
May 23, 2022

Securities-based lending should be an integral part of a wealth management plan.

Wealth Strategies

Talking to children about wealth: young adults

Beth McRae Mayfield
May 17, 2022

Engage young adults in learning financial responsibility

Wealth Strategies

Planning opportunities in a rising interest rate environment

Caroline McKay
May 16, 2022

As interest rates begin to rise, now may be a good time to consider estate planning strategies that leverage lower interest rates to remove assets from your estate.

Investments

FOMC meeting update

Gary Pzegeo, CFA
May 05, 2022

The Federal Reserve raised interest rates by 0.50%. Read on to learn about current conditions, forward guidance and market reaction.

Wealth Strategies

Communication can be the key to creating harmony in multi-generational estate planning

Halsey Schreier
April 26, 2022

Fostering a culture of transparency and open communication is crucial for preserving wealth as it is passed to future generations.

Investments

Inflation allocation: Strategies to help realize growth during periods of high inflation

Chuck Dale
April 18, 2022

Which asset classes should investors seek out in pursuit of growth during high inflationary environments?

Investments

April Investment Bulletin

Bill Norris
April 06, 2022

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

Wealth Strategies

Talking to children about wealth - part III

Caroline McKay
April 05, 2022

How to engage children age 12-18 in conversations about wealth

Investments

PUTIN, POWELL AND THE PATH FORWARD

Dave Donabedian, CFA
March 28, 2022

The Russia/Ukraine conflict is likely to complicate the Fed’s mission.

Wealth Strategies

Considering a move to a new state?  

Dan Sullivan
March 15, 2022

Whether for lifestyle, climate or lower costs, you don’t have to choose just one.

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