Wealth Management Insights & Financial Tips
Get wealth management tips on financial planning, investment strategies, estate and tax planning through articles, podcasts, videos, and webinars.
Article
Democrats Won the Senate. Now what?
Democrats are now in charge of both the Senate and the House. What can we expect from this blue ripple?
Donald Calcagni,
Jan 12, 2021
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Article
Estate Planning for Same-Sex Couples
For same-sex couples, estate planning is essential to ensure your hard-earned wealth goes to your loved ones and not someone else.
Albert Zdenek,
Dec 30, 2020
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Article
Should I Invest in Bitcoin?
Bitcoin has again recently dominated the headlines, its rise attracting a fair amount of attention. Should it be considered another asset class?
Donald Calcagni,
Dec 22, 2020
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Article
2021 Market Outlook
2020 showed us that diversified portfolios can deliver risk reduction and healthy long-term returns. We see glimmers of hope for 2021, but let’s not lose sight of our learnings from 2020.
Donald Calcagni,
Dec 21, 2020
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Article
Estate Planning for ‘Black Sheep’ Beneficiaries
Every family has one – or more – black sheep. They’re people who march to their own drum, and handing them an inheritance could be problematic. Here are some tips for managing them in your estate plan.
Kara Duckworth,
Dec 9, 2020
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Article
Post-Election Commentary: Why the Rising Market?
As 2020 election results have come in throughout this week, one thing that wasn’t expected was the market rally that occurred.
Donald Calcagni,
Nov 6, 2020
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Article
Plan Now for Potential Tax Changes
Taxes are one of life’s certainties, but there’s still time in 2020 to influence how much you’ll pay Uncle Sam.
Jeremiah H. Barlow,
Nov 2, 2020
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Article
Pre-Election Commentary
Over the past several months, we’ve delivered a number of webinars regarding markets and the upcoming elections. As we typically do with our events, we engage in a healthy Q&A afterwards to answer clients’ questions. In light of next week’s election, we wanted to share with you our thoughts regarding the most common concerns raised by clients.
Donald Calcagni,
Oct 30, 2020
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