News and Commentary
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
October 01, 2024
Estate Planning for Procrastinators
While you cannot predict serious illness or accidents, for your peace of mind now and your family's financial future, be prepared in advance with proper estate planning.
September 26, 2024
Certified Divorce Financial Analyst (CDFA®️)
I am pleased to announce that I recently completed a specialized educational program in professional divorce analysis and am now a Certified Divorce Financial Analyst®️ (CDFA®️).
It is important to me as a wealth manager to continue educating myself in order to provide clients with up-to-date information and meet their needs with knowledge and wisdom. As a result of earning this designation, I am now trained to provide financial information and assistance to people going through a divorce. This means being able to evaluate the tax implications of dividing property and the financial impact of various settlement options for dividing marital property (including pensions) and child and spousal support payments.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
July Investment Perspectives
In the latest issue of Investment Perspectives, the Investment Strategy Group examines the appetite for gold, the recent concerns around liquidity, and what to expect for stocks as the summer winds down. Be sure to check it out.
Status and Investment Implications of Infrastructure, Clean Energy, and Semiconductor Spending Acts
In this special report, our Investment Strategy Groups discusses the investment impacts of recent major government spending initiatives.
Here’s What You Can Do to Prevent Check Fraud
Instances of check fraud are on the rise in the U.S. Here are some best practices to help you avoid becoming a victim.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
