Expert Articles


Sep
2020

How Presidential Cycles Impact the Markets

Every four years it seems we get to participate in “the most important election in history.” According to politicians in both major political parties, this year will be no different. Certainly, the global pandemic puts a unique spin on the 2020 presidential election, but history can still serve as a reliable guide in projecting market reactions regardless of who wins.

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Aug
2020

Starting a Financial Conversation with Your Children

Young adults just getting started in their careers often struggle to understand the importance of investing early; not to mention the logistics of how to invest. In many cases, a simple conversation with parents is the best place to start. Here are some points to keep in mind along with some tips for guiding such a conversation.

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Apr
2020

Q&A on Health Savings Accounts

In our second issue of On Course, Darby addressed the benefits of Health Savings Accounts – many of which extend beyond the obvious purpose of paying for medical expenses. However, there still remain many questions readers likely have regarding when and how to use and take advantage of HSA’s. This follow-up piece should help answer many of those questions.

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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

Tax Planning To-Do’s to Meet 2020 Deadlines

As we close out the year 2019, here are some planning tips to keep in mind ahead of your 2020 tax deadlines.

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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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