News and Commentary

Recent Updates

Stay up-to-date and in-the know about every aspect of your financial picture.

September 14, 2023

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The Changing Landscape of 529 Plans

In recent years, there have been numerous policy changes related to 529 plans. Learn more about these changes and the implications for 529 plan owners and beneficiaries.

September 05, 2023

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Evaluating Your College Savings Withdrawal Strategy

If you have a high school senior who will be attending college next year, you’ll need to start withdrawing from your college savings account(s).

August 02, 2023

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Window of Opportunity: Leveraging the Estate and Gift Tax Exemption

In anticipation of a significant decrease of the estate and gift tax exemption limit, here are strategies to help leverage this opportunity through tax-efficient wealth transfer.

Research & Insights

Access our latest research and insights covering market news, financial planning topics, and more.

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Donna Judge Named as a Forbes 2021 Top Women Wealth Advisor

Donna Judge has been named to Forbes list of Top Women Wealth Advisors in 2021. “We are proud to have Donna not only represent our firm but also our industry,” said Jerry Lombard, President of the firm’s Private Client Group.

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September Investment Perspectives

In this issue we take a look at BRICS+ and potential investment opportunities, determine if bond market supply matters, and discuss why September is a more worrisome month for stocks than October.

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Are You Incorporating Secure Act 2.0 Provisions into Your Financial Plan?

SECURE Act 2.0 is designed not only to make it easier for employers to adopt and administer retirement plans, but also to help individuals save for retirement. There are nearly 100 provisions in this new legislation. Some of these, which are in place now or will become effective in coming years, are highlighted below.