We aim to provide you with the most up-to-date thought leadership for all aspects of your financial life. In addition to your regular meetings and conversations with our advisory team, we also publish our insights on a range of topics including financial planning, investing, tax optimization and business advisory.
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Whatever happened to that small-cap rally?
May 3, 2024
Despite predictions, small-cap stocks haven’t outperformed as expected in 2024, with the Russell 2000 up only 1%. Our Chief Research…
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Exploring the New Path: Rolling 529 Plan Funds into Roth IRAs
May 1, 2024
In a significant shift for college savers and investors, recent legislation has opened up a new avenue for managing education savings.
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Maximizing Your Tax Return: Don’t Overlook These Available Tax Credits
April 24, 2024
As the tax season approaches, many taxpayers diligently gather their documents and receipts to prepare their tax returns, often focusing on the usual deductions and income reporting.
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Keeping it in the Family: The Tax Benefits of Hiring Your Spouse or Children
April 10, 2024
Running a business offers many opportunities to leverage the tax code to your advantage. One such opportunity that often goes unnoticed involves employing family members — specifically, your spouse or children.
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If you won a $1.3 billion Powerball jackpot, what would you do with it? Here’s what financial advisers suggest.
April 10, 2024
So you’ve won the powerball, now what? One lucky ticket holder will be asking that question as they hope to…
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Navigating Long-Term Care: Protecting Your Wealth
April 3, 2024
In an era where life expectancy continues to rise, planning for long-term care has become an essential component of financial security.
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Should advisors be making portfolio bets ahead of Biden-Trump rematch?
March 28, 2024
With what could be a turbulent election year well underway, our senior vice president of research, Chuck Etzwieler, advises against…
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