Wealth Strategies

Modern Family Structures Raise New Issues in Estate Planning

Ryan Christine Coulson
November 21, 2017

While the pace of technological development is increasing, the ability of the law to keep up is not. These developments are having a drastic impact on the way we live, and the world is radically different today than it was just twenty years ago.
Wealth Strategies

How Much Does It Cost to Raise a Child?

Shady Jadali
November 16, 2017

The average cost of raising a child born in 2015 from birth to age 17 is projected to be $233,610, according to a recent study from the U.S. Department of Agriculture. That number varies based on the region of the country and each parent’s income level, but regardless, the point stands that having children comes with serious long-term financial obligations.
Wealth Strategies

Modern Family Structures Raise New Issues in Estate Planning

Ryan Christine Coulson
November 14, 2017

When couples with complex family situations begin to consider the legacy that they would like to leave behind, they should think long and hard about their priorities, the individual dynamics of their families, and what the concepts of fairness and equity mean to them.
Wealth Strategies

How to Choose a Trustee

Ryan Christine Coulson
November 09, 2017

Choosing a trustee is perhaps the most important action you’ll take in order to ensure that your goals in creating a trust are realized.
Wealth Strategies

Integrating Executive Compensation into Your Total Wealth Management Plan

Cathy Schnaubelt
November 07, 2017

An executive’s total compensation package comes freighted with a number of important considerations. What’s the value proposition of equity compensation? When and how will the compensation be taxed? Are inflows considered capital gains, or will they be classified as ordinary income?
Investments

FOMC - No Change in Rates

Gary Pzegeo, CFA
November 01, 2017

As expected, today’s FOMC statement contained no surprises. The market implied odds of a change were less than 1% prior to the meeting, and even that proved to be a little too optimistic.
Investments

Q4 Outlook Sees Continuing Solid Performance from Markets and Economy

Bill Norris
November 01, 2017

Thus far, 2017 has been good to investors, particularly to equity investors, and stock market returns are reflecting an increasingly positive outlook for economic growth and corporate profits in the U.S. market.
Wealth Strategies

Medicare Open Enrollment: What You Need to Know and Do

Dianne Savastano
October 30, 2017

For Medicare recipients, it's that exciting time of year when you must review previous choices, assess your options, and make changes as needed.
Wealth Strategies

Data Security Plays an Important Role in Wealth Preservation

Josh Miller, CFP®
October 05, 2017

What does it say about data security in the digital age when a company in the business of handling the most sensitive personal financial data suffers a hack of such magnitude?
Women's CIRCLE

The Approach to Retirement Saving Isn’t Unisex

Cathy Schnaubelt
October 03, 2017

Women create, control and influence the investment of an enormous amount of wealth around the world. As more and more women become business owners and breadwinners, their financial power is exploding.
Investments

The Advantages of Investing in Premium Bonds

Dan Skolochenko
September 28, 2017

Investors are often put off by the idea of buying a premium bond, mistakenly believing that they’ll lose money on the investment. After all, they’ll be paying more than par for the bond but receiving only par when the bond matures.
Investments

Relating to Investment Risk

Bryan Reilly
September 26, 2017

Risk and return are inextricably linked, and potential returns are typically proportional to the risk an investor is willing to assume. Consequently, understanding risk is an essential component of long-term investment success.
Wealth Strategies

Creating Your Family Legacy—Key Principle #3: Developing the Rising Generation

Linda Beerman
September 21, 2017

This final part of the four-part Creating Your Family Legacy blog series focuses on the third of three key principles of legacy planning, “developing the rising generation.”
Investments

FOMC - No Rate Change, Balance Sheet Reduction to Begin Next Month

Gary Pzegeo, CFA
September 21, 2017

As expected, the FOMC left the target range for federal funds unchanged at 1.0% to 1.25% and announced that balance sheet reduction plans will commence next month
Investments

Co-Investments: A Closer Look

Lester Duke, CFA
September 20, 2017

Also referred to as direct investing, this space is becoming a larger and more dynamic element of private market investing in recent years, and we believe the trend will accelerate over time.