The SECURE legislation—which stands for “Setting Every Community Up for Retirement Enhancement”—puts into place numerous provisions intended to strengthen retirement security across the country. Originally passed by the House in [...]
Click on the video for a tutorial on how to use the online client portal on our phone app. The client portal is a secure, private website that provides you [...]
Click on the video for a tutorial on how to use the online client portal on a personal computer. The client portal is a secure, private website that provides you [...]
A donor-advised fund, or DAF, is a giving vehicle established at a public charity. It allows donors to make a charitable contribution, receive an immediate tax deduction and then recommend [...]
Our quarterly market research summary is short, concise, and actionable. There’s a graph or chart along with the relevant questions: “What does it mean?” and “What should I do?” The [...]
Most actively managed investment funds under-perform, and charge you high fees. At the same time, you pay taxes on capital gains, even if the fund performed badly. Low-fee exchange traded [...]
If you are over 70 ½ , you are required to take distributions from your IRA. Those distributions are taxed at your ordinary income tax rate. There is one way [...]
Our value is in the overall client experience we provide. We do more than just one thing well — we offer a unique combination of integrated financial and tax advice, [...]
With the rise of exchange-traded funds (ETFs), advisors like us can now provide you with the portfolio you need while avoiding expensive actively managed mutual funds. We play the role [...]
