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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

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

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

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

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

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

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

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

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

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®

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Jeremiah H. Barlow,

Jun 8, 2018

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