Insights
The Power of Direct Indexing: A Strategic Approach to Investment
In the dynamic world of investing, where innovation constantly reshapes the landscape, one strategy that has gained attention is “direct indexing.” Direct indexing is an investment approach that allows investors to customize portfolios of individual stocks, mirroring...
The Power of Direct Indexing: A Strategic Approach to Investment
In the dynamic world of investing, where innovation constantly reshapes the landscape, one strategy that has gained attention is “direct indexing.” Direct indexing is an investment approach that allows investors to customize portfolios of individual stocks, mirroring...
10 Common Scams and How to Avoid Them
As we age, we may become more susceptible to fraudsters who make a living preying on retirees. This can be especially true for widows and widowers who are making decisions alone and may be particularly trusting of friendly strangers. To protect ourselves and those we...
Chairman’s Letter – Spring 2024
“Mr. and Mrs. Recession, where have you been?” What has happened to date is relatively simple; consumer spending and the labor market have both remained strong. “We are at a fork in the road economically, and the path chosen by the Fed will determine what comes next....
Are Your Important Documents Secure and Accessible?
Family and lifestyle Keep your financial life organized with a thoughtful combination of digital and physical storage solutions. Pop quiz: In an emergency, could your loved ones find your current will and power of attorney? If you had to evacuate your home, could you...
Tax Savings Ideas for 2023
Following a year like 2022 when most investment strategies performed poorly, one way to add value in 2023 is to lower your taxes. Here are six tax savings ideas to consider: Donor Advised Funds Clients who are charitable during their working years would often like to...
How the SECURE Act 2.0 Affects Your Retirement Savings
As 2022 came to a close, our lawmakers delivered a holiday gift in the form of the SECURE Act 2.0. This new law builds on the 2019 SECURE Act that made changes to the way we save for retirement. The changes enacted with the new law help empower savers to reach...
Chairman’s Letter – Spring 2023
Many of you see economic news daily and wonder what to make of what you see. We all hoped 2023 would be a calmer year than 2022, yet we are inundated with stories about banks going under, rising interest rates, and inflation—so far, 2023 remains a bit overwhelming. I...
Bitcoin and the Rise of Cryptocurrencies
Either out of curiosity or maybe even a little FOMO (Fear of Missing Out,) many people want to know more about cryptocurrencies.
What is a Letter of Instructions for Survivors?
Mortality is not a subject we like to spend time contemplating. Hopefully, you will live a long, productive, and full life with little consideration for its end. But taking some time to think about your wishes and prepare in advance can reassure your heirs and help them avoid feeling overwhelmed when settling your estate.
Chairman’s Letter – Fall 2022
It would be hard to find yourself disinterested in the evening news in this environment. I cannot remember a time in recent history when so many major, diverse events happened simultaneously. These headlines rep- resent issues about which many Americans have firm opinions.