Expert Articles


Oct
2022

Understanding Recessions

Since economies around the world have re-opened following the Covid pandemic, inflation has surged to such a level that most governments have applied monetary policies to counter the trend. In the U.S., that means a steady diet of increases in the Fed’s interest rates. Such maneuvers have left many people asking, will we push ourselves into a recession? What would that recession look like, and how would it impact investments? This article helps provide some understanding to those questions.

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Jul
2022

A Small Business Owner’s Approach to Retirement

For small business owners, retirement marks a significant and life-altering moment that often comes with complexities that others won’t face. If such an event is in your near future, the best approach is to plan ahead for both your sake and your company’s. Here are 7 considerations to help you gain the most from your investment as a business owner.

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Jun
2022

6 Things to Consider When Engaging a Wealth Manager

Do you know the difference between a financial advisor and a wealth manager? While the roles do share some commonalities, there are some advantages that a wealth manager provides depending upon your circumstances. And though there are some financial milestones that generally establish a need for a wealth manager, these 6 considerations can help you determine if the time is right to move in that direction.

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Jun
2022

Financial Strategies to Consider During the College Years

If you have children on the cusp of going to college (or, already there), there’s a good chance you’ve already sorted out the funding of that education. However, there are still several strategic maneuvers to consider that can help you get the most out of your investment.

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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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