5 Common Mistakes That Can Lead to Trust Litigation—And How to Avoid Them

Kimberly Dwan Bernatz
August 15, 2019

Choosing the right successor trustee is a decision that shouldn’t be taken lightly. With proper communication, education and documentation, it’s possible to avoid many of the mistakes that often cause trust beneficiaries to seek legal intervention.
Wealth Strategies

Managing the Stages of Cognitive Decline

Dianne Savastano
August 14, 2019

What can you do if you notice an aging relative start to show indications of diminishing mental capacity? The key is to acknowledge your concerns and take action.
Wealth Strategies

3 Reasons Why a Delaware Trust May Be Ideal for Your Business Interest

Halsey Schreier
August 13, 2019

When it comes to transferring your business interest to a trust, choosing the state of Delaware can offer you benefits like reduced taxes, more control and increased flexibility.
Wealth Strategies

5 Lifetime Gift Strategies for You and Your Family to Consider

Cathy Schnaubelt
August 08, 2019

When planning for the transfer of your wealth, the options available to you and your family can at times feel overwhelming. How do you choose the solution that best fits your circumstances and your family’s needs?
Wealth Strategies

5 Reasons You Should Consider Delaware Law for Your Trust

Halsey Schreier
August 06, 2019

When creating a trust, there are many factors that you may want to consider, and choosing a jurisdiction is among the critical first steps.
Wealth Strategies

2 Reasons to Consider a Dynasty Trust

Cathy Schnaubelt
August 01, 2019

When transferring wealth to the next generation, many families prefer to make gifts to younger family members in trust rather than gifting the assets outright. Gifting assets to a trust has many advantages.
Investments

FOMC lowers rates by 0.25%

Gary Pzegeo, CFA
July 31, 2019

The Fed delivered the rate cut markets have been expecting, but may have disappointed those calling for a more aggressive approach to stubbornly low inflation and deteriorating global economic conditions.
Investments

The Role of Fixed Income in a Diversified Portfolio

Randy Joseph
July 30, 2019

As humans, our vast collection of behavioral biases and emotions often causes us to make decisions that aren’t in our best interest. When left to our own devices, we often make investment decisions that work against us, not for us.
Investments

International Update: Nonlinear Second Quarter

Dan Delany
July 29, 2019

After a strong and relatively linear performance in the first quarter 2019, global stock markets finished the second quarter, once again, higher. That said, performance in the quarter was anything but linear.
Investments

Understanding the Impact of Volatility on Equity Investments

Randy Joseph
July 16, 2019

If you’re a long-term investor—that is, your investment horizon is ten years or longer—equities are likely to play a meaningful role in helping you achieve your financial goals. To prepare, it’s important to understand what volatility is, the difference between short-term and long-term volatility, and whether it’s a risk that should concern you.
Wealth Strategies

Moving Forward After a Loss

Cathy Schnaubelt
July 11, 2019

No one wants to think about loss, least of all the financial complexities that come with it. Fortunately, with the proper preparation and resources, navigating the future can be less stressful, especially knowing that you don’t have to go it alone.
Investments

Three Ways Diversification Can Reduce Portfolio Risk

Randy Joseph
July 09, 2019

When it comes to investing your money, nothing is certain. Diversification helps you account for those uncertainties and may increase your chances of higher returns.
Wealth Strategies

How to Navigate Loss

Cathy Schnaubelt
June 26, 2019

Losing a loved one through death, incapacity or divorce is an emotionally challenging experience for everyone in the family. However, with a few key financial considerations addressed before these events occur, the process can be made less stressful for those involved.
Wealth Strategies

Preparing Yourself Financially for Loss

Cathy Schnaubelt
June 20, 2019

It is difficult to consider the possibility that you may someday be separated from your partner because of death, incapacity or divorce. However, preparing for loss now can bring you peace of mind and help ensure that you’re able to make sound financial decisions, no matter your circumstances.
Investments

FOMC Leaves Rates Unchanged, but Sends a Dovish Signal to Markets

Gary Pzegeo, CFA
June 19, 2019

Market anticipation for easier Fed policy has been building since April to the point where futures for short term interest rates implied two interest rate cuts by the end of this year.