Wealth Strategies

Legacy Planning: Getting Started

Cathy Schnaubelt
August 23, 2018

If you are beginning the legacy and estate planning process, your first concern may naturally be how to maximize what you give to your family and favorite charities by minimizing what you pay in taxes. However, your legacy is not just about increasing the financial wealth that you hope to pass on to future generations. While this objective can usually be met through careful and collaborative...
G2G Impact

Podcast: Stocks and Bonds

Ryan Christine Coulson
August 21, 2018

If you are just beginning to invest your money—or simply thinking about it—the proper mix of investments depends on your unique circumstances and goals. Factors like age, current income and earnings potential, and the amount of credit card or student loan debt you may have will all impact this decision. Although there is no one-size-fits-all approach to investing, understanding the key...
Investments

Going Deep in the Name of Due Diligence

Matt Scherer, CFA
August 15, 2018

Stabilization of the U.S. dollar, progress on trade agreements and signs of a recovery in the emerging markets all contributed to solid returns for the month.
Wealth Strategies

Working With a Family Office After Selling Your Business

Mark Cassell
August 15, 2018

For a small business owner, succession planning can be an emotional and complex decision, especially if you do not plan to keep your business within the family.
Investments

Understanding Premium Bonds

Dan Skolochenko
August 14, 2018

As a long-term investor, you may choose to include fixed income in your investment portfolio for a variety of reasons, such as capital preservation, income generation, or a combination of both.
Wealth Strategies

Financial Elder Abuse: The Dark Side Of Aging And Finances

Cathy Schnaubelt
August 09, 2018

According to the National Adult Protective Services Association (NAPSA), one in nine seniors has reported being abused, neglected or exploited within the last year, and one in twenty seniors has indicated some form of perceived financial mistreatment.
Wealth Strategies

Wealth Management Strategies After Selling Your Business

Mark Cassell
August 08, 2018

If you have recently sold or are considering selling your business, working with your advisor to ensure that your wealth management plan is aligned with your post-sale goals can help protect your assets and provide a financially secure future for you and your loved ones.
G2G Impact

Podcast: Marriage and Finances: Loving union, legal contract

Josh Miller, CFP®
August 07, 2018

While typically not the most romantic topic of conversation, entering into this type of agreement can provide the extra layer of protection you need to safeguard your assets or the wealth your family has worked hard to create and preserve.
Wealth Strategies

Recognizing The Warning Signs Of Diminished Capacity

Cathy Schnaubelt
August 02, 2018

According to the Alzheimer’s Association, one in three seniors dies with Alzheimer’s disease or another type of dementia, and these numbers are only expected to increase over the next few decades.
Investments

FOMC Leaves Rates Unchanged

Gary Pzegeo, CFA
August 01, 2018

The Federal Reserve left the target range for short-term rates at 1.75% to 2.00%. Futures contracts for short term interest rates implied a low probability of any action by the Fed at today’s meeting.
Wealth Strategies

Managing the Transition from Small Business Owner to Family Wealth Manager

Mark Cassell
August 01, 2018

While business ownership can be an effective way to build wealth, the skills necessary for growing and sustaining a business are typically vastly different than the skills needed to manage and preserve the wealth that has been amassed.
G2G Impact

Podcast: Asset Allocation: Location, Location, Location

Ryan Christine Coulson
July 31, 2018

Understanding the basics of asset allocation can get you well on your way to constructing a portfolio that is consistent with your investment goals, risk tolerance, and time horizon.
Wealth Strategies

Understanding the Financial Risks of Diminished Capacity

Cathy Schnaubelt
July 26, 2018

According to the National Institute on Aging, Alzheimer’s is the most common cause of dementia in older adults. However, it is not the only cause of cognitive impairment, and about half of Americans are expected to develop dementia in their lifetime.
June 2018

Sustaining Your Investment Strategy with a Marketable Secured Line of Credit

Dan Sullivan
July 24, 2018

An effective wealth management strategy plans for your near- and long-term financial goals and aspirations while also providing for life events that are impossible to anticipate.
Investments

FERC Final Ruling - Incrementally Positive for MLPs

Paul McPheeters, CFA
July 23, 2018

On July 19th, the Federal Energy Regulatory Commission (FERC) issued a final ruling as a follow-up to its announcement on March 15th that had caused significant weakness across the MLP sector. The final ruling was a positive development for the sector as we detail below.