Strategic Planning Insights

Joseph Matus

Senior Associate

Financial Planning

Cash is Back: Exploring Alternatives to Traditional Bank Accounts

April 3, 2023   -   With the recent rise in short-term interest rates, cash has re-emerged as a viable asset class for portfolio construction. In March, 3 Month Treasury Bills reached a yield as high as 5%, further turning cash from a zero-yielding liquidity management tool to an attractive asset class of its own. Bank checking and savings accounts have […]

Paul Chmielewski

Partner

Estate Planning

Sell Your Business and Create a Family Legacy

The sale of a business often represents the largest financial event in the business owner’s life. Partner Paul Chmielewski discusses the important pre- and post-sale steps a business owner should consider.

Brett Dearing

Partner

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.

Susan Hartley-Moss

Partner

Financial Planning

Compensation Considerations for Foundation Insiders

Many foundations have family members serve on their board, however sometimes foundations have trouble deciding whether or how much to pay those family members. Careful consideration must be taken when deciding these factors.

Natalia Tchetchoulina

Partner

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…

Robert C. Smith

Partner & Market Leader

Financial Planning

3 Things to Ask Yourself Before Joining a Board

Partner Bob Smith discusses the importance of civic engagement and offers a series of questions people should ask before seeking board membership.

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Jonathan Taylor

Partner

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Curious about learning more? Let’s talk.

Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.