Financial Planning Retirement Plan Considerations for the Self-Employed September 26, 2023 - Solo practitioners and small business owners have several retirement plan options to consider, from solo 401(k)s to SEP IRAs and cash balance plans. Each plan has unique advantages tailored to different financial needs, ensuring long-term security
Behavioral Finance Seven Easy Steps to an Effective Year-End Review of Your Family Finances Erica Cameron | September 26, 2023
Economic & Market Update Weekly Investment Perspectives Ben Pace Christian Thwaites James Lebenthal | September 25, 2023
Economic & Market Update September 2023 Economic & Market Outlook September 8, 2023 - The U.S. economy is performing well in the third quarter with some potential slowdown due to higher rates. Central banks are nearing the end of their tightening cycles, and global equity markets seem fairly valued, with growth dependent on earnings. The main risk is excessive central bank tightening, which could possibly cause a recession. Read more in our September Outlook.
Financial Planning Rollover Decisions September 6, 2023 - Retirement planning requires thoughtful decision-making, particularly when it comes to managing existing retirement accounts. Aram Schotts highlights key factors to consider when choosing between options such as keeping assets in the current plan, rolling them over to another employer's plan, or rolling them into an IRA.
Business Owner Advisory Small Business Owners: An Agile Approach to Successful Cash Management August 23, 2023 - SMEs, often regarded as the backbone of the U.S. economy, face a pressing concern: cash flow management. This article delves deep into understanding the importance of cash flow, especially in the wake of challenges posed by the pandemic, while highlighting the need for agility in financial planning and the advantages of technological solutions in optimizing cash management.
Estate Planning Reading Between the Lines: Crafting A Compassionate Letter of Instructions for Your Testamentary Wishes August 7, 2023 — While legal documents provide the structural framework for your estate planning, a compassionate letter of instructions captures the nuances of your personal wishes, ensuring clarity and understanding among your loved ones, and bridging the gap between legalities and personal sentiments.
Economic & Market Update August 2023 Economic & Market Outlook August 2, 2023 — The U.S. economy is showing surprising strength despite aggressive central bank monetary tightening, pushing recession forecasts further out. Despite slowdowns in some sectors, consumer strength continues to drive positive GDP growth. Challenges persist in Europe and China, while the U.S., Japan, and emerging economies are maintaining economic growth. In terms of fixed-income securities, we remain cautious in this environment.
Economic & Market Update Does the U.S. Equity Market Suffer From “Bad Breadth”? July 11, 2023 — One of the most talked about themes in the U.S. equity markets in 2023 has been market concentration. Simply put, the strong performance of the S&P 500 Index has been dominated by a small number of mega-cap technology stocks…
Estate Planning The Sunset is Not Worth Waiting For July 7, 2023 — Estate Tax Planning Strategies in 2023: Learn about strategies to navigate estate taxes before changes take effect in 2026. Options include Spousal Lifetime Access Trusts (SLATs), Dynasty Trusts, Annual Gifting, Grantor Retained Annuity Trusts (GRATs), Sale to an Intentionally Defective Grantor Trusts (IDGTs), Charitable Remainder Trusts (CRTs), and Qualified Personal Residence Trusts (QPRTs).
Economic & Market Update Second Quarter 2023 Review and Forecast July 7, 2023 — Explore our in-depth Second Quarter 2023 Review and Forecast, delving into the performance of the U.S. economy, global markets, inflation trends, and investment outlook.
