Expert Articles


Feb
2020

Tax Tips Ahead of the 2019 Tax Deadline

To make sure our clients take advantage of every opportunity to reduce their taxes, we’ve compiled this list of potential actions that you may still be able to take before filing your 2019 taxes. Where applicable, these steps will help ensure you leave nothing on the table.

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Feb
2020

SECURE Act Paves Way for Better Access to Retirement Plans

Passed in December of last year, the SECURE Act has loft goals of increasing access to workplace retirement plans for millions of workers, and the provisions reach farther than near term retirement strategies and lifetime annuity programs. With that in mind, this article addresses some of the other noteworthy provisions that may affect workers and business owners.

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Dec
2019

Is It Time to Give Yourself a Break and Consolidate Your Investment Portfolio?

After spending decades building wealth, there comes a time that high net worth individuals and families should take a close look at their investments to determine what can be simplified and consolidated. Such measures make it significantly easier to manage assets during the wealth distribution phase of your life, along with other benefits. Here are just some of the ways various accounts, investments, and other entities can be consolidated to simplify your life.

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Nov
2019

How to Avoid Putting Multiple Investment Strategies on a Collision Course

Without careful planning, decisions made for one investment can have unintended consequences for investments in other arenas. Soon, tax rules or maturation of long-term projects may end up working at odds with each other resulting in suboptimal portfolios, cash flow issues, higher taxes, and greater investment risk than initially anticipated. Following are some common examples of individually sound investment strategies colliding down the road causing undesired results, and insight into how a more strategic plan would resolve issues before they become a problem.

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Jul
2019

A Starting Point for Managing Volatility

In a correlating article for Worth Magazine, I’ve written about the best strategies for managing volatility. That piece addresses several angles and makes mention of tools used for managing volatility, including written expectations for upside and downside possibilities. However, for many people, the first hurdle is knowing where to start just to understand these personal expectations. If that’s you, this article serves as an excellent primer to the Worth article.

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Apr
2019

Building Trust with Your Advisor

Trust in your advisor is a critical element to the client-advisor relationship. Without it, you are more likely to withhold valuable details regarding your assets that will limit your results and leave you at greater risk to unexpected challenges. As a starting point to developing a strong relationship with your advisor, these are some relatively simple questions to get you on your way.

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Feb
2019

2018 Tax Documents — What to Expect, When, and From Whom

As winter melts into spring and tax preparation season is upon us, we’re here to help. To assist you with organizing details and gathering information, we’ve compiled the below checklist of dates, reminders, and tax documents.

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Sep
2018

5 Fraud Schemes That Target Seniors

It probably wasn’t long after humankind developed its first system of commerce, that someone figured out a way to cheat the system to his own benefit. And there is no doubt that today’s digital world has only increased the number of ways for criminals to take advantage of others. Sadly, one of the fastest growing areas of fraud involves older adults. To protect yourself and your loved ones, be aware of these common schemes so that you can more easily identify them as they are happening.

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