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  • 1st Quarter Market Perspectives 2020

    2020 kicks off an election campaign cycle that will determine the trajectory of the Trump policy agenda and its associated impact on the market. The U.S. economy is expected to expand moderately in 2020. Charting the Course for the 2020 Elections While the race for the presidency will dominate the headlines, the ultimate market and […]

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  • Cybersecurity

      With technology playing an increasingly important role in our world, it is important to be aware of the potential for scams. We need to be informed on the different types of cybersecurity threats and be ready to take the necessary measures to protect ourselves against a cyber-security breach of our electronic data (our passwords, […]

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  • For College Savings, 529 Plans are Hard to Beat

    QUARTERLY UPDATE: 1st QUARTER 2020 Raising kids is hard enough, so why not make things easier for yourself when it comes to saving for college? Ideally, you want a savings vehicle that doesn’t impose arbitrary income limits on eligibility; lets you contribute a little or a lot, depending on what else happens to be going […]

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  • Qualified Charitable Distributions: Using Your IRA to Give from the Heart

    QUARTERLY UPDATE: 1st QUARTER 2020 The Tax Cuts and Jobs Act roughly doubled the standard deduction ($12,200 for single filers and $24,400 for married taxpayers filing jointly in 2019) and indexed it for inflation through 2025. As a result, far fewer taxpayers will itemize deductions on their tax returns, and some people may be disappointed […]

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  • Financial Checklist

    If you were incapacitated today, would your loved ones be able to quickly locate your important information or know how to handle your affairs? Many of us have a great handle on our finances, but our record-keeping systems might not be obvious to family members or friends who might need immediate access to them in […]

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  • How to Quarterback a Family Huddle

    As you gather with loved ones for the holidays, consider discussing your legacy plans. When it comes to financial matters, it’s common for family members to have different visions, ideas and values, which can sometimes lead to breakdowns in trust and communication. As you gather with family for the holidays, consider having a frank, open […]

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