Blog Archive

Creating Your Ethical Will – Redefining Legacy

What is money, if not the means to secure a better, more fulfilling life? And how will you communicate to your heirs the importance of your carefully assembled resources?   Legacy is about more than cash and property. It’s the transmission… Continue reading


The Market Usually Rises After the Midterms. Will This Time Be Different?

  Elections are here. As the midterm elections approach, investors frequently ask about the linkage between electoral politics and the movement of stock prices. As Jeff Sommer points out in one his recent New York Times columns, history carries weight… Continue reading

Midterm Elections—What Do They Mean for Markets?

Midterm Elections—What Do They Mean for Markets?


  It’s almost Election Day in the US once again. For those who need a brief civics refresher, every two years the full US House of Representatives and one-third of the Senate are up for reelection. While the outcomes of… Continue reading

Power of Donor Advised Funds

Should I Start a Donor-Advised Fund?


It seems like everyone these days has started a foundation. There’s a reason for that. It’s easier than ever to create one and there are many incentives to go down that path, even with smaller amounts of money. The reason… Continue reading


Charitable Planning Essentials – A Smarter Way to Give

We all like the idea of giving back, especially when we feel grateful for the opportunities afforded us in life. That charitable impulse is powerful, and it is an impulse that can be amplified by harnessing simple, proven planning tools. … Continue reading

A Roth IRA Works Harder for You in Retirement

A Roth IRA Works Harder for You in Retirement

Roth IRA: Pay the IRS Now for a Tax-Free Retirement. Here’s How It Works When you’re transitioning into retirement, the last thing you want is to get hit with a giant tax bill. Fortunately, you can avoid this if you… Continue reading


Let’s Talk About Aging – What We Can Plan For Today!

Aging is natural and normal. It’s just part of life! As we get older, however, it becomes increasingly important to consider how to age securely and safely, as you had intended. Join us for an illuminating conversation about how to… Continue reading

a group of old friends singing, dancing, and playing guitar together

3 Questions Your Advisor Should Ask About Aging


When we’re young, retirement can feel like a far-off concept, more fantasy than reality. It’s in our middle years that the reality of aging and approaching retirement starts to hit home. By “home,” I mean your actual home, if you… Continue reading


Six Words and Three Numbers That Matter from Charley Ellis


Say the word “finance” and many people’s eyes just glaze over. I totally understand that. Money and investing can be quite a dense topic, even for those of us in the business! It’s appealing, then, to have someone tell you… Continue reading