Wealth Strategies

3 Strategies for Funding Education

Beth McRae Mayfield
August 26, 2019

Are you planning to support the next generation’s education? If you have adult children, it’s natural to want to help them financially. Here's some tactics that can help you maximize your contribution.
Investments

Four Common Questions Investors Have About Our Economic Outlook

Dave Donabedian, CFA
August 21, 2019

Chief Investment Officer Dave Donabedian fields questions about recent economic developments, including the inverted yield curve and the trade war with China.
Wealth Strategies

3 Reasons Why Delaware May be the Best Jurisdiction for You

Halsey Schreier
August 20, 2019

Wondering which out-of-state trust jurisdiction to choose? Delaware offers certain benefits over other states.

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.
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