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  • All
  • About Us
  • Advisors & Planners
  • Education Planning
  • Estate Planning Category Overview
  • Interest Rate Updates
  • Investment Management
  • Market Commentary
  • Planning
  • Retirement Planning Articles
  • Tax Optimization
  • Uncategorized
Man sitting at a computer with a child in his lap, doing financial planning for a baby Education Planning

6 Ways to Stay on Track When Financial Planning for a Baby

Having a child is one of the most important things you’ll ever …

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A rising trendline over plants and a lightbulb illustrates the concept of ethical investing. Investment Management

Everything You Need to Know About Ethical Investing

Developing a rewarding investment strategy is challenging on the best of days, …

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investor considers retirement plan distribution Advisors & Planners

Retirement Plan Distribution: Is Lump Sum or Annuity the Best Path For You?

A pension can raise an important question in retirement: lump sum or …

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chart shows trend lines for oil investments Investment Management

How to Invest in Oil: Here’s What You Need to Know

Oil is used in a variety of ways, from heating your home …

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Person researching currency exposure on their tablet Investment Management

Currency Exposure: What It Is and How to Guard Against It

How can the exchange rate between two currencies affect your investments? Global …

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Person researching rolling over 401k to an IRA with a computer and notepad Planning

Get a Fresh Start on Your Finances in 2021

One way to start the year off right financially is to examine your budget. First, identify your income and expenses. Next, add each of them up and compare the two totals to make sure you are spending less than you earn.

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Kid in college working on a test Investment Management

GameStop, Reddit, and Market Mania: What You Need to Know

t the heart of this story are two very different sets of investors: (1) professional managers of multibillion-dollar hedge funds, who took large, risky positions betting that GameStop stock would drop in price; and (2) a small army of individual investors, connected through social news aggregator Reddit and other social media sites

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Person growing money and plant from ESG Fund Investment Management

Your 2021 Guide to ESG Funds

Many investors are tired of having to choose between investments that help …

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U.S.-Continuing-Jobless-Claims-Thousands-Unemployment-Rate Interest Rate Updates

Have You Seen Interest Rates Lately?

As many of you know, there are two categories of employees when it comes to their pension lump sum options…

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person holding a piggy bank with two hands Investment Management

Your Guide to How to Set Up a Trust Fund

If you are worried about how your wealth will be appropriated after …

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unearned income cash in a couch Investment Management

What is Unearned Income?

It is easy to know about income from a paycheck or freelance …

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A grandpa with his secondary beneficiary Estate Planning Category Overview

What You Should Know About Primary vs. Contingent Beneficiaries

When undertaking estate planning, you must understand who your beneficiaries are and …

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Image of a stock ticker, stocks as a gift. Market Commentary

2020 Market Review

As with almost every aspect of 2020, the pandemic impacted the stock market throughout the year. Investors began hearing of the possible spread of the virus in January, creating uncertainty and trepidation…

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blocks that say estate planning Estate Planning Category Overview

7 Important Estate Planning Questions

Estate planning is no longer a process reserved for the rich. Undertaking …

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529 plan written on a piggy bank Investment Management

5 Steps to Open a 529 Plan

Higher education expenses have become astronomical, but offsetting those costs with a …

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Bear statue symbolizing Bear Market Investing Strategies Investment Management

6 Smart Bear Market Investing Strategies

Having a bear market investing strategy is critical when you’re investing in …

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Glasses sat on top of list of glasses Investment Management

Complete Guide to Taxes on Mutual Funds

When you begin investing as part of a general wealth management or …

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people riding an esclator Investment Management

Top-Down Vs. Bottom-Up Investing: Which Is Best for You?

Do you know the difference between top-down and bottom-up investing? Choosing the …

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Medicare-Open-Enrollment Retirement Planning Articles

What Will Medicare Cost in 2021?

If your modified adjusted gross income (MAGI) as reported on your federal income tax return from two years ago…

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bond portfolio with blocks on top Investment Management

How to Build a Bond Portfolio

Just as with any investment type, diversification is key to building a …

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A bubble representing floating rate fund Investment Management

What is a Floating Rate Fund?

Floating rate funds have gained popularity over the years as opportunities for …

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Kids walking on a college campus Education Planning

New College Costs for 2020-2021 School Year

Because many residential colleges shifted to an online model this year, the College Board estimated 2020-2021 room and board figures to be the same as 2019-2020, adjusted for a 1% inflation rate.

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Basket of eggs Investment Management

What is a Commingled Fund?

Financial planning is rarely straightforward. With an impressive variety of investment choices, …

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Person with good credit looking at credit score drop Planning

Why Did My Credit Score Drop?

A decline in your credit score can be extremely disheartening. You rely …

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