G2G Impact

Podcast: Basic Investing and Risk

Ryan Christine Coulson
June 12, 2018

If you are considering investing for the first time, either on your own or through an employer-sponsored retirement plan, you will need to consider your investment objectives, risk tolerance, and time horizon.
Investments

Singapore: Proving the “Smart City”

Matt Scherer, CFA
June 11, 2018

International stock prices and macroeconomic data continued to deteriorate last month, resulting in international markets underperforming U.S. equity markets. While underperformance of international markets is always a concern, it feels a little like déjà vu.
Dan Sullivan

Consider a Secured Line of Credit to Pay Your Tax Bill

Dan Sullivan
June 07, 2018

Download PDF   After several years of strong performance from an asset class, investors tend to experience portfolio drift as their other investments fail to keep pace. Over the last nine years, U.S. equities have outperformed most other asset classes. Many investors, now heavily concentrated in U.S. stocks, have begun to rebalance their portfolios back to their target...
Dan Sullivan

Bank Deposits: What’s the Best Place for Cash in 2018?

Dan Sullivan
May 31, 2018

Even the most conservative portion of your portfolio can offer some possibilities for capital appreciation.
Wealth Strategies

New Ways to Help the Rising Generation: Give Them an Earful

Ryan Christine Coulson
May 29, 2018

A recent study from LinkedIn indicates that 42% of millennials (those between the age of 18 and 34) listen to podcasts at least once a week, and according to 2016 research conducted by Edison Research, 21% of all those age 12 or older are monthly podcast listeners.
Dan Sullivan

Mortgage Issues: Is It Still a Good Time to Refinance to a Lower Rate?

Dan Sullivan
May 24, 2018

Interest rates have been inching up lately, and homeowners may be worried that they have missed the boat when it comes to refinancing.
The Connection

Private Equity: Too Much Demand?

Kyle Leavitt
May 22, 2018

This past year saw record levels of capital being raised by Private Equity (PE) funds. This was the result of more firms coming to market to raise funds and a seemingly universal increase in the size of each fund raised.
Wealth Strategies

Podcast: Savings Options and Retirement Plans

Ryan Christine Coulson
May 22, 2018

After graduating college, you may find yourself in the enviable situation of having multiple job offers. Most of us are naturally lured by the opportunity that pays the highest salary, but companies compensate employees in a variety of ways that may not be as immediately apparent.
Investments

Inflation: Hello Again?

Dave Donabedian, CFA
May 17, 2018

For investors who are too young to remember the hyperinflationary environment of the 1970s and 1980s, a period marked by rising inflation will likely feel uncomfortable.
Wealth Strategies

Reducing Your Future Tax Burden with a Roth IRA Conversion

Cathy Schnaubelt
May 14, 2018

A strategic retirement savings approach can potentially lower your tax burden over the course of your lifetime and reduce eventual estate taxes.
Wealth Strategies

Moving to Plan B—Or C, D, or E

Linda Beerman
May 10, 2018

Because the future tax environment is unpredictable, clients should work with their estate planning advisors to build the appropriate flexibility into their trust and estate planning documents.
Wealth Strategies

Choosing the Best IRA to Maximize Your Retirement Savings

Cathy Schnaubelt
May 09, 2018

The type of IRA you choose can have a significant impact on your long-term retirement savings and future financial goals, which is why understanding the differences between IRA options is critical.
G2G Impact

Podcast: Achieving Financial Independence With a Savings Plan

Josh Miller, CFP®
May 08, 2018

Whether you want to purchase a new car or home, are thinking about starting a family soon, or would like to retire by a certain age, you will need to plan accordingly to ensure the necessary funds are available.
Investments

War and Peace on the Peninsula

Matt Scherer, CFA
May 03, 2018

The MSCI All Cap World Index ex USA, which tracks both developed and emerging markets, was relatively unchanged for both April and 2018.
Investments

FOMC Leaves Rates Unchanged

Gary Pzegeo, CFA
May 02, 2018

As expected, there was no change in policy from the Federal Reserve today. Language in the Fed’s last two post-meeting press releases were very similar regarding its description of the economy and the components of growth.