Wealth Strategies

How to Incorporate Philanthropic Giving into Your Estate Plan

Cathy Schnaubelt
2018-11-15 16:29:00.0

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.
G2G Impact

Wealth Your Way Podcast: Are Your Investments In Your Social Circle?

Ryan Christine Coulson
2018-11-13 15:52:00.0

Socially responsible investing (SRI) and environmental, social, and governance (ESG) investment strategies offer investors the opportunity to invest with passion and purpose in addition to the long-term goal of earning financial gains.
Investments

FOMC Leaves Rates Unchanged

Gary Pzegeo, CFA
2018-11-08 20:23:00.0

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.
Wealth Strategies

5 Strategies to Protect Family Wealth

Cathy Schnaubelt
2018-11-08 13:00:00.0

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.
Wealth Strategies

Second Chances: The Importance of Post-Mortem Planning

Lindsay Jacobsen
2018-11-06 15:24:00.0

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.
G2G Impact

Podcast: Basic Gift and Education Planning - Your Guide to College and Other Savings

Josh Miller, CFP®
2018-11-01 14:52:00.0

Although giving and receiving gifts is a tradition that most people have participated in their entire lives, you may not often think about how gifting can be beneficial from a financial planning perspective.
Wealth Strategies

The Advantages of Donor Advised Funds as a Charitable Giving Strategy

Cathy Schnaubelt
2018-10-30 14:37:00.0

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

Investing with a Purpose

Cathy Schnaubelt
2018-10-25 13:00:00.0

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.
Wealth Strategies

Uncovering the Facts About Estate Planning Documents

Halsey Schreier
2018-10-23 13:00:00.0

Myths aren’t just the stuff of legends. They’re everywhere—even in the financial world. Myths can be damaging, but also instructive, especially when we examine the counter-story. Each quarter in The Advisor, we will address some of the common myths that surround a particular wealth management or investment topic. This quarter, our focus is on estate planning, health care proxies and...
Wealth Strategies

6 Reasons Why You Need an Estate Plan

Cathy Schnaubelt
2018-10-18 13:00:00.0

Although we typically associate the term “estate” with the ultra-wealthy, estate planning is not just for the rich. Everyone, regardless of family dynamics or financial status, can benefit from having an estate plan—a collection of documents that specify how you want your assets distributed. Nevertheless, most people have neglected to put such plans in place. According to a recent survey...
Wealth Strategies

Alternative Assets: Not Your Grandfather’s Investment Portfolio

Ryan Christine Coulson
2018-10-16 13:00:00.0

After building a portfolio of traditional stock and bond investments, some investors become curious about including alternative assets in their portfolios for additional diversification benefits. While hedge funds, private equity, and venture capital are investment opportunities often associated with the financial elite, not all alternative assets are reserved for the ultra-wealthy. However,...
Investments

Volatility Returns

Dave Donabedian, CFA
2018-10-12 15:24:00.0

While a spike in volatility can be unnerving, it is a normal part of the market cycle. There are myriad theories on why the strong upswing in the third quarter has abruptly reversed course in October. We would cite two as the most dominant.
Wealth Strategies

Effective Philanthropy: How to be More Strategic about Giving

Cathy Schnaubelt
2018-10-11 13:00:00.0

Americans tend to be very charitable. Historically, charitable giving as a percentage of GDP has consistently hovered around 2%. In 2017, this amounted to more than $400 billion, according to Giving USA. Yet, most of us don’t really understand the impact that our donations have on the causes we choose to support. After the check is written, where does the money go? Strategic philanthropy is...
Wealth Strategies

Why Women Need to Engage in Financial Planning

Patricia DeChant
2018-10-09 13:00:00.0

In today’s world, women are corporate executives, entrepreneurs, independent investors and leaders in their communities. They  control over half of the world’s wealth , and their share is rapidly rising.  One in four married women is the breadwinner , and  they are increasingly becoming the key decision-makers  when it comes to personal and family finances.  Yet,...
Investments

International Update: European Due Diligence

Matt Scherer, CFA
2018-10-08 13:00:00.0

The wild ride continued last month as the market declined over 3.0% early on, only to stage a strong recovery in the back half of the month.