Expert Articles


Apr
2022

Protecting Your Home in an Inflationary Environment

Year-over-year, construction and repair costs for homes have experienced significant increases for 2022. Such inflation can have many impacts on homeowners, some of which are less obvious than others. As these values rise, it’s even more important to ensure you have the proper protection for perhaps your most meaningful investment – your home. Here are some key things to consider.

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Mar
2022

Cybersecurity Update: Russia’s Invasion Raises Cyber Concerns

Since Russia launched its invasion of Ukraine, the U.S. and other allies have levied economic sanctions upon Russia. In response, Russia has threatened any nation that gets directly involved in their conflict with Ukraine with severe consequences. This threat has created heightened concerns of cyberattacks and questions about how to protect ourselves.

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Mar
2022

Rising Interest Rates and Its Impact on Wealth

Due to the inflationary environment we’ve lived in for over a year, interest rates are finally poised to reverse course from the downward trend our economy has relished for 40 years. The Federal Reserve’s decision to raise rates will combat the rate of inflation but will also impact most investment strategies. Here’s how.

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Feb
2022

How Much Should I Leave the Kids? A Guide for the Gifting Process

When it’s time to consider passing along wealth to your children – and future generations – two key questions arise: How much can you leave the kids? And, how much should you leave the kids? Here’s a helpful guide for determining answers to both questions.

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Dec
2021

Health & Your Finances: Planning for a Declining Health Situation

It’s not easy to talk about the deterioration of your health, or what you’ll do at the end of your life, which leads many to avoid the conversation altogether. However, that means critical planning is also being avoided. Here are some steps you can take that will make the process more comfortable to start and easier to manage.

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Nov
2021

Selecting the Trust That’s Right for You

There are many financial situations that can warrant the establishment of a trust, yet many are hesitant to do so due in part to a lack of understanding of how trusts work. Financial Planning Coordinator, Jana Hovey, explains the types of trusts that are available and how to choose between them based on your circumstances.

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Aug
2021

5 Things Retiring Business Owners Should Consider in the Wake of Covid-19

In this post, Richard P. Slaughter Associates Executive Vice President, Wealth Management and Business Strategy, Darby Armont examines the impacts of Covid-19 on business and offers advice for business owners who were planning to sell when Covid hit.

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Aug
2021

The Special Plan That Saves Taxes on Retirement Plan Concentrated Stock Positions

Sometimes, people find themselves holding large amounts of employer stock in their company retirement plans through either a 401(k) or an ESOP. While taxes are not owed while the stock is in the plan, many people in this situation don’t realize that there is a strategy that allows such taxes to be paid at the preferential capital gains rate. It’s called the Net Unrealized Appreciation tax treatment, and here’s how it works.

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