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Retirement and Financial Planning

Unprecedented Moves in the Bond Market

It is extremely rare in financial markets to have something happen for the first time. In our May Viewpoint (see…

05.13.22
Retirement and Financial Planning

Daily Market Moves Not Seen For Over a Decade

If it feels like the stock market has had a volatile start in 2022, you are correct! Between geopolitical issues…

04.19.22
Estate and Insurance

Estate Planning 2022 Federal Tax Update

The new year offers a good time to review your existing estate plan against the tax policy landscape and your long-term wealth transfer goals.

03.03.22
Retirement and Financial Planning

Volatility Continues

All the major US averages have moved to either correction (-10%) or bear market (-20%) levels. There are several reasons…

02.24.22
Retirement and Financial Planning

2021 Tax Guide

Mailing ScheduleForm 1099 Tax Information By January 31, 2022, Pershing will begin mailing Form 1099 tax statements. When you receive your Form…

02.15.22
Retirement and Financial Planning

Retirement Preparation Mistakes

Why are they made again and again?

02.07.22
Retirement and Financial Planning

New Year Financial To-Do List

New Year Financial To-Do List

01.04.22
Retirement and Financial Planning

Low Volatility Explained by the Sharpe Ratio

Sharpe Ratio is a measurement of the risk-adjusted return of a portfolio. The concept is named after William F. Sharpe of…

12.30.21
Education Planning

Ways to Fund Special Needs Trusts

A look at the different choices & strategies.

07.15.21
Estate and Insurance

Qualified Charitable Distributions

A choice for I.R.A. owners who want to reduce taxes linked to I.R.A. distributions.

07.15.21
Retirement and Financial Planning

Why is the 10 Year Treasury Yield So Important?

Advisor Q & A Featuring Wealth Advisor Associate, Tim Lynch

07.12.21
Retirement and Financial Planning

Conducting Your Mid-Year Financial Checkup

The midpoint of the year is a great time to review your financial position.

07.08.21