Wealth Strategies

Year-End Tax Planning Checklist: What You Need to Know

Art Graper, CFP®
2018-12-18 17:46:00.0

Year-end tax planning should be a part of everyone’s financial routine. The checklist from our Wealth Strategies Group, included below, serves as a starting point.

Currency Wars

Gregg Anderson
2018-12-13 14:00:00.0

As the end of 2018 approaches and we reflect on the major events of this year, the intensifying trade conflict between the United States and China looms near the top of the list. So far this year, the Trump administration has placed tariffs on $250 billion worth of Chinese imports, leading China to strike back accordingly as each new block of tariffs is imposed. This tit-for-tat...

What's Bothering the Stock Market?

Dave Donabedian, CFA
2018-12-11 15:44:00.0

Volatility—and in a downward direction—returned to global equity markets in the early days of December. We see three fundamental factors impacting sentiment, boosting volatility and prompting “risk off” behavior.
G2G Impact

G2G Impact: How to Control Your Credit So It Doesn’t Control You

Jordan Sheiner
2018-12-11 14:00:00.0

Welcome to Part III of our four-part series about some of the strategies you can use to achieve your financial goals—both today and in the future. More than ever before, debt has found a way to creep into nearly all of our lives. Today,  70 percent  of college students graduate with significant student loan debt, and the average American has a credit card balance of  $6,375...

Clean Energy: A Sunny and Windy Forecast

Lance Marr, CFA
2018-12-06 20:36:00.0

There’s no question that energy is what makes the world go ‘round. Nor that traditional resources— primarily fossil fuels—are ultimately finite. And today, there’s no question that clean energy is not only competing with traditional sources of energy, in many cases it is beating them.
G2G Impact

G2G Impact Planning Foundations: Savings and Investments

Jordan Sheiner
2018-12-04 17:45:00.0

The Millennial generation is already great at saving—a result of having the importance of saving ingrained at an early age. Unfortunately, investing doesn’t come as naturally for this generation: a full three in five Millennials aren’t invested in the stock market at all.
Wealth Strategies

Preparing Yourself Financially For The Unexpected

Cathy Schnaubelt
2018-11-29 14:00:00.0

At times of personal and family crisis such as divorce or death of a spouse, financial matters are among the last things that you should have to worry about. Yet, concerns about everyday questions like how to pay the bills and how to access online accounts often find their way to the top of the list of anxieties.
G2G Impact

G2G Impact Planning Foundations: Planning For Your Future

Jordan Sheiner
2018-11-28 19:31:00.0

Despite an abundance of tempting short-term purchases, such as a newer, larger apartment, a better car or that next international vacation, millennials are also increasingly thinking about the long-term, even if they’re not sure how to get there.
G2G Impact

Wealth Your Way Podcast: Charitable Planning - When Fortune Smiles on You, How Do You Smile Back?

Josh Miller, CFP®
2018-11-27 14:00:00.0

If there are causes you feel strongly about that you wish to support financially, charitable giving is likely an important consideration when setting your near- and long-term financial goals. While donating money to your favorite charities can be as simple as writing a check, there are various other options available to you for making charitable contributions that may reduce your current and...
Wealth Strategies

Medicare: What’s Changing in 2019

Camille Barron
2018-11-20 18:02:00.0

Open Enrollment runs from October 15 through December 7, 2018. As always, there are changes this year compared to last. Let’s look at some of the most significant and explore why they matter to you.
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.

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.