We wanted to reach out to you given the recent volatility in the stock market. We understand that it is natural to feel uneasy when there are significant market fluctuations, especially when it seems like “this time is different” but we want to reinforce why staying invested is crucial for your long-term financial success. [Read More ..read more

Building financial security is a priority for many women, yet their financial planning needs often come with unique challenges. Women’s financial journeys are shaped by distinct factors that can influence their savings, investments, and long-term goals. Addressing these concerns with proactive and comprehensive wealth management can make all the difference in achieving financial success. [Read More ..read more

News vs. noise There is a mix of are questions and uncertainty and excitement from different camps about unconventional policies with the upcoming administration in Washington, and the economic and market implications. Stock markets were bumpier in Q4, especially international stocks due to political and economic concerns and talks of tariffs in the US. [Read More ..read more

Macroeconomic Environment Donald Trump’s election as the 47th president of the United States, along with a Republican sweep in Congress, set the tone for 4Q24. Despite mixed fourth quarter results driven by shifting monetary policies and fiscal uncertainties, 2024 concluded with strong annual returns supported by a resilient U.S. economy, advancements in artificial intelligence [Read More ..read more

Tax planning can feel overwhelming, but ignoring it could cost you. With the right approach, planning ahead can lead to significant savings—though it requires strategy and foresight. Start planning now to avoid common tax mistakes and keep more of what you earn. Here are eleven actionable tips to help you get started. Major tax [Read More ..read more

8 key indicators to know if you’ve outgrown your investment professional or never really had an endowment advisor Endowment funds serve as critical financial resources for non-profit institutions such as foundations and universities, providing long-term stability and growth of funding to support their missions. Managing an endowment fund requires a delicate balance between protecting [Read More ..read more

Everyone thinks elder financial abuse could never happen to their family—until it does. Just look at Alfred Mancinelli. The 79-year-old gave almost $1 million in retirement savings to various con-artists, including one posing as a professional wrestler named Alexis Bliss. Convinced he was in a romantic relationship with Ms. Bliss, Mancinelli refused to listen [Read More ..read more

Money issues are among the top three causes for divorce, with 22% citing it as the main reason. But finances could also be keeping couples together.  For one, the process is expensive—the average divorce costs $15,000 per person. For complicated splits involving custody disputes, expenses can easily tick up to $100,000. On top of [Read More ..read more

News vs. noise The economy is doing better than expected but showing signs of cooling, stock and bond markets were strong after a Fed rate cut - especially some previously out-of-favor stock styles, expectations for mega-cap and other Growth stocks cooled, a discussion about interesting personal wealth investor tax reduction strategies… we cover that [Read More ..read more

Macroeconomic Environment The markets were stellar in 3Q24, generating strong returns across asset classes and reflecting a positive outlook that strength remains in the economy despite signs of cooling. The Fed’s move to ease monetary policy to help the economy navigate a soft landing was no surprise, but the size of the move was [Read More ..read more