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Article
It’s a Bull Market, Do I Sell?
“Wait it out” or “cash it out” are often common thoughts during these market highs and lows. But while capturing gains may be top of mind, more important is rebalancing your portfolio.
Donald Calcagni,
Dec 2, 2019
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Article
Putting the US-China Trade War in Context: Questions & Answers
Trade negotiations between the United States and China broke down last month – here are some answers so some of the more pressing questions frequently asked.
Donald Calcagni,
Jun 12, 2019
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Article
The SECURE Act May Bring Big Changes to Retirement
The House SECURE Act brings large, meaningful changes to retirement plan accounts, from age limits for contributions to more annuity options for retirement.
Jeremiah H. Barlow,
Jun 6, 2019
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Article
The Benefits of Charitable Giving
Philanthropy serves a critical need for social causes and can provide numerous benefits for the giver.
Melanie Guhit,
May 21, 2019
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Article
Stocks, Bonds, Mutual Funds: What’s the Best Way to Invest?
Factor investing is a great alternative to indexing and active management.
Donald Calcagni,
May 21, 2019
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Article
Using Donor-Advised Funds to Give with Intention
Donor-advised funds can help you shift your charitable giving to be more intentional and purposeful.
Jennifer Baick,
May 21, 2019
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Article
529 vs Coverdell: Saving for College
It's no secret the costs of attending college are rising. Here are some ways you can start planning for college.
Dane Sauer,
May 21, 2019
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Article
Using Your Capital Gains for Good
Uncover hidden financial planning opportunities with philanthropy.
Jennifer Baick,
May 21, 2019
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Article
The Power of Your Financial Plan
A written financial plan can improve your chances of achieving your goals.
Laura Combs,
Mar 1, 2019
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Article
Six Ways to Teach Your Daughter About Money
Tips to help your daughter learn good money habits.
Jessica Caruso, CFP®,
Mar 1, 2019
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Article
New Tax Laws and Credits That May Impact Your Family
Tax changes that can help your family maximize your tax savings.
Irina Polyakova, CPA,
Mar 1, 2019
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Article
Asset Manager or Wealth Manager: Is There a Difference?
The answer is yes. Find out which one can help you with your comprehensive wealth management needs.
Dane Sauer,
Feb 19, 2019
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Article
Values and Life Lessons for Estate Planning
Formal family meetings can help facilitate a discussion on values, end of life wishes, and legacy.
Kara Duckworth,
Mar 1, 2019
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Article
Optimize Your Business Tax Planning for the New Tax Laws
Significant tax law changes may have a big impact on tax planning for your business.
Matthew McCarthy, CPA,
Nov 1, 2018
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Article
Portfolio Management to Navigate a Stock Market Correction
Financial market corrections are common occurrences, but that doesn't mean they're pleasant. How can you weather through volatile market cycles?
Doug Fabian,
Sep 14, 2018
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Article
5 Ways to Reduce Your Taxes in 2018
With the sweeping tax changes implemented in 2018, consider these questions when you prepare your taxes or meet with your accountant.
Doug Fabian,
Feb 27, 2018
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Article
The Burden of Income Tax Is Going to Get Worse
If you live in a high tax state, like CA, there are still opportunities to get a little tax relief.
Doug Fabian,
Mar 27, 2018
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Article
Despite the New Tax Law, Investors Should Avoid Overweighting REITs
While the new tax law provides preferential treatment for REIT dividends, diversification is still key to reaching your goals.
Doug Fabian,
Jan 15, 2018
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Article
Should Investors Own Bitcoin?
What is Bitcoin and should you invest in it?
Doug Fabian,
Jan 15, 2018
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Article
How Might Markets React to a Trump Impeachment?
Impeachment or not, the markets weather the storm.
Doug Fabian,
Jan 15, 2018
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Article
5 Questions You Need to Ask Right Now About Your Finances
These 5 questions can help you formulate a financial plan so that you can achieve your goals.
Doug Fabian,
Nov 13, 2017
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Article
How to Get Started on Your Path to Economic Freedom
Comprehensive wealth management is key to achieving your financial goals.
Doug Fabian,
Nov 10, 2017
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Article
Four Reasons to Consider a Roth IRA vs Traditional IRA
With taxes at historic lows, see if a Roth IRA makes sense for your retirement planning.
Andrew Neville, JD,
Nov 1, 2018
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Article
Asset Protection through Diversification: Revisiting an Old Friend
Diversification offers crucial downside protection during volatile market cycles, helping you protect your wealth and investments.
Donald Calcagni,
Nov 1, 2018
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Article
Are You Maximizing Tax Planning for the New Tax Laws?
Tax preparation tips to take advantage of the 2018 tax law benefits.
Matthew McCarthy, CPA,
Nov 1, 2018
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Article
When Should You Update Your Estate Plan?
Congratulations, you have an estate plan. Now you need to keep it updated.
Jeremiah H. Barlow,
Aug 24, 2018
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Article
Double The Impact of Your Assets With Your Gifting Strategies
Time to consider how the increased exclusion amounts for estate taxes impacts your tax planning.
Jeremiah H. Barlow,
Aug 24, 2018
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Article
General Electric: Three Lessons for Advisors, Investors
General Electric (GE) was one of the most admired companies on Wall Street. What happened and how does this impact you?
Donald Calcagni,
Jun 28, 2018
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Article
Deciding to Retire?
Transitioning to retirement is a key life event. Find out if you are ready with these key questions.
Josh Gustafson,
Jun 8, 2018
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Article
Can Retirement Trusts Help Protect Beneficiaries?
Appointing beneficiaries is common for retirement assets, and to protect your beneficiaries, you may also want to set up a retirement trust.
Jeremiah H. Barlow,
Jun 8, 2018
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