Wealth Strategies

The SECURE Act: An Overview of What You Should Know

Theresa Marx
January 23, 2020

On December 20, 2019, the Setting Every Community Up for Retirement Enhancement Act of 2019 (the SECURE Act) was signed into law. Under this new legislation, substantial changes impacting retirement accounts came into effect on January 1, 2020.
Investments

January Investment Bulletin

Bill Norris
January 06, 2020

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

FOMC Leaves Rates Unchanged

Gary Pzegeo, CFA
December 11, 2019

The FOMC left rates unchanged during their December meeting, while making alterations to items identified for monitoring.
Investments

Understanding Your Private Equity Returns

Dan Criscuolo
November 20, 2019

Evaluating the performance of a private equity portfolio can often sound complicated. However, a performance tool called the Public Market Equivalent can help.
Investments

FOMC Cuts Rates by 0.25%

Gary Pzegeo, CFA
October 30, 2019

Head of Fixed Income Gary Pzegeo shares a summary from the FOMC meeting.
Wealth Strategies

Healthcare and Wealth Management—Two Sides of the Same Coin

Becky Milliman
October 22, 2019

Healthcare is often confusing. And it doesn't get any simpler as you age.
Investments

Want to Attract a Younger Generation of Employees to Your Business? Consider Refreshing Your Benefits Package

Patrick Putman
October 17, 2019

How can updates to your company’s retirement plan help attract a younger workforce?
Wealth Strategies

In a Divorce, Equitable Doesn’t Always Mean Equal

Beth McRae Mayfield
October 15, 2019

What can you do to prepare for the divorce process?
Investments

The IRS Issues Final Regulations for New Hardship Distribution Rules

Rosemarie Panico-Marino
October 10, 2019

How do you determine hardship?
Investments

Populism: Short-Term Distraction or Long-Term Structural Trend?

Dan Delany
October 07, 2019

Populism—is it good or bad?
Wealth Strategies

3 Considerations for Building Flexibility into Your Trusts

Theresa Marx
October 01, 2019

It’s critical to consider flexibility for your trusts. We can help to ensure they'll adapt to changing times, circumstances and tax laws.
Wealth Strategies

3 Real Estate Transfer Strategies That May Be Right for You

Theresa Marx
September 26, 2019

Giving a gift in the form of real estate can be a tactic that helps you take advantage of a large exemption amount without hurting your liquidity.
Investments

ESG Is More Than Just 3 Letters

John Tennaro, CIMA®
September 24, 2019

Interested in both doing good and investing? We explore growing ESG trends, its lack of standardized methods of measurement, human intentionality, and tips on how to identify genuine ESG contenders.
Investments

What are Repurchase Agreements?

Tim Musial, CFA
September 20, 2019

Repurchase agreements, or “repos”, are a form of short-term borrowing. What’s behind the recent headlines, and what is the risk?
Investments

FOMC Cuts Rates by 0.25%

Gary Pzegeo, CFA
September 19, 2019

Head of Fixed Income Gary Pzegeo shares a summary from the FOMC meeting.
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