Economic & Market Update Persistent Price Pressures Persistent inflation readings are keeping the Fed firmly in tightening mode through year end and increasing the risk of a deeper slowdown in the U.S. economy.
Estate Planning Estate Planning Documents Everyone Should Have The basic message is that most people think estate planning is important but are often confused about how to get it done. So, what are the basic estate planning documents every adult should have?
Financial Planning Why Budgeting Gives You Greater Control Over Your Financial Life For many of us, sticking with a budget is a challenge. For example, while 7 out of 10 respondents in a recent TIAA Financial Wellness Survey said they had a budget, only 25% said they followed a detailed plan. Here are three lessons I have learned from my budgeting journey so far...
Estate Planning Building Trusts That Stand the Test of Time Today’s economic climate is a “wake up” call for anyone involved with the management and operation of a trust. Now is the time to re-evaluate your clients’ trust structures and investments to make sure they don’t have the same experience.
Tax Strategies Evaluating your Tax Advisor Good advisors understand that every day is tax season. They are tax planners, not historians, helping you make sound decisions that minimize your current and future taxes and maximize your wealth.
Family Office Why Your Family Office May Need an Advisor With great wealth comes great responsibility. Families with legacy wealth that want direct control over investment policy decisions often establish a family office to oversee, directly or indirectly, the financial affairs of the family.
Business Owner Advisory Is Your Business Sellable? Many owners run their businesses without an exit plan in mind. Then when the time comes to sell, they find out that the way they’ve been running their company isn’t attractive to prospective buyers or that they will only buy the business at a meaningful discount.
Financial Planning Managing Money as a Couple In a Relationship? So are Your Finances. Learn practical financial tips for managing money as a couple.
Cross-Border Planning Why Major U.S. Brokerage Firms Are Closing Accounts Owned by Foreign Residents Many expats and multi-national residents are working with investment firms that are increasingly abandoning this service. We explore why firms are discarding these complex clients, and what people should do next.
Estate Planning 2024 Gift, Estate, and GST Tax ChangesPartner Paul Chmielewski highlights the gift, estate and GST tax changes for 2024.
Investing 5 Things to Do in a Down MarketVolatile markets can shake the confidence of even the most committed long-term investors. Starting with a comprehensive financial plan, understanding just how much risk you…
Charitable Giving A Guide to Charitable Gifting OptionsDiscover the power of purposeful giving with our guide on current charitable gifting options. Explore Private Foundations, Charitable Remainder Trusts, and Donor Advised Funds to…
