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Massachusetts to increase tax rate on income over $1 million

Caroline McKay
November 21, 2022

Here is a brief summary of key provisions and impacts on Massachusetts taxpayers.

Understanding trusts: The roles of trustees and beneficiaries

Halsey Schreier
October 24, 2022

Could a trust be the right solution for protecting wealth and transferring assets to the next generation?

Clarity for inherited IRAs

Theresa Marx
October 13, 2022

Recent IRS Notice provides guidance on RMDs from inherited IRAs.

Ten tips from an executrix

Liza Connelly
September 22, 2022

Serving as the executor of a family member's estate has its challenges.

What does the Inflation Reduction Act mean for climate and sustainable investments?

ESG Resources Group
September 19, 2022

An outline of the climate-related policies and implications of the Inflation Reduction Act of 2022.

What is a trust?

Halsey Schreier
September 15, 2022

For many families, trusts can be a useful vehicle for passing wealth to the next generation or generations. That’s not their only benefit.

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.

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