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Blog

The New Retiree’s Summer Checklist

Whether you retired on New Year’s Day or are retiring next week, the first summer as a retiree is an exciting time. Your days of sitting at work, daydreaming about spending the afternoon in the sun and the warm weather are through. But this first summer of retirement isn’t always as perfect as it might sound. To help you navigate the first dog days away from work, we put together this short list of things to do to get your retirement started on the right foot.

Retirement May 20, 2020

Blog

The Importance of Beneficiary Designations

When creating or reviewing an estate plan, reviewing beneficiary designations on retirement plans or life insurance policies may not be given the weight it deserves. The assumption is that a will or trust is enough to make sure your money goes where you want it to go when you pass.

Estate Planning Apr 19, 2014

Blog

The Impact of Rising Interest Rates

A lot is happening in the financial world these days. Inflation rages on, investment markets drop into bear territory, and talk of a looming recession is heating up.

Investing Jul 28, 2022

Blog

The Hard Facts About Long-Term Care

Long-term care (LTC) has been in the news lately, for all the wrong reasons. But it has gotten a lot of people thinking about what their plans are, what kind of experience they want, and how they are going to pay for it.

Retirement Jul 24, 2020

Blog

The Fed is Driving the Markets - For Now

The Second Quarter of 2020 was marked by a glaring contradiction, one of the strongest equity rallies in the last fifty years against likely the greatest decline in GDP in the U.S. (and globally) since the depths of the Great Depression of the 1930s. As we have noted before, economic data and markets don’t necessarily move together; economic data tends to be backward-looking while markets are forward-looking.

Investing Jun 30, 2020

Blog

The CARES Act: An Overview

In response to rapidly changing circumstances caused by the COVID-19 pandemic, the U.S. government has passed significant legislation in the past two weeks, culminating with the CARES Act this week. Our Roundtable™ team of specialists has summarized the main points below and will continue to dissect all this legislation and provide continued analysis on our blog.

Tax Planning Mar 26, 2020

Blog

The 6 Ps of Prudent Investment Management

Avoid the Investment Performance Trap. Learn the six ‘Ps’ of prudent investment management—Philosophy, Portfolio Design, People, Process, Product, and Performance—to stay focused on long-term financial success.

Investing Nov 17, 2020

Blog

December 2022 Market Commentary

2022 was a turbulent year for investors, marked by inflation, rate hikes, and market volatility. Discover why 2023 could bring stability, opportunities in fixed income, and insights on Fed policy, recession risks, and global market trends.

Investing Dec 7, 2022