Broker Check

Blog

Wednesday, February 21, 2024

The time following Valentine's Day has always served as a reminder that Spring is on the way. The days are getting longer, the birds and the bees are doing their thing, and people everywhere are thinking about future travel and...

Friday, February 16, 2024

Global Portfolio Strategy | Stocks Start New Year on the Front Foot | February 7, 2024 Stocks started 2024 off on a positive note, with gains in January and early February, a positive signal for potential gains over the rest of the...

Tuesday, February 13, 2024

Over the last week or so, I've seen multiple headlines celebrating a new child tax credit— just one part of a larger $78 billion tax package recently passed by the House of Representatives.1 Undoubtedly, this could be great news...

Wednesday, February 7, 2024

Stocks pushed higher last week as investors cheered mega-cap tech corporate reports and a better-than-expected employment report. Stocks at New Highs At the beginning of the week, stocks surged, anticipating fourth-quarter corporate...

Friday, January 5, 2024

Being a doctor comes with a lot of stressors, but planning for taxes should not be one of them. As a doctor, you have been through years of hard work and may be looking for ways to help limit your tax liability and preserve as much of...

Show All

Tuesday, January 2, 2024

For high-net-worth individuals (HNWIs), implementing healthy financial behaviors is crucial to maintaining their assets and growing wealth. Regardless of having significant financial means, embracing healthy financial behaviors must...

Monday, December 25, 2023

Working in medicine may be challenging, especially with the strain placed on health care professionals in recent years. Working towards a comfortable early retirement may be a financial goal for some physicians. Here are some...

Wednesday, December 13, 2023

Proper financial planning includes forecasting future Social Security benefits In a welcome development for millions of Americans relying on Social Security, the Social Security Administration has recently announced a substantial...

Sunday, December 10, 2023

Tax planning preparations include small-business owners taking necessary measures to optimize their taxes by taking advantage of deductions and benefits. Here is a brief tax planning overview for small-business owners preparing for tax...

Wednesday, December 6, 2023

High-net-worth (HNW) individuals have investable assets of a million dollars or more. Their substantial monetary resources often put them in a position to contribute monetarily and significantly improve society. The value of...

Sunday, November 26, 2023

As we approach the end of the year, you may want to review areas that may impact your wealth and estate planning next year. In this year-end planning guide, we examine four critical areas to consider that may affect your finances:...

Sunday, November 19, 2023

The thought of retiring may be intimidating for anyone—but if you own your own business, handing your "baby" to new owners might be enough to stop you in your tracks. What might you do to set your successor up for success? What...

Wednesday, November 8, 2023

As the year’s end approaches, High-Net-Worth Individuals (HNWIs) must prepare for one of the most critical monetary tasks: year-end tax planning. Due to the nature of their holdings and dynamic financial situation, HNWIs often...

Monday, November 6, 2023

One of the more difficult conversations for family members to have is talking about estate planning. There are several reasons for this, including the reality of our own mortality and that of our loved ones. In some families, it is an...

Monday, October 23, 2023

What is family wealth, and how do you preserve it? You have worked hard for years and accumulated wealth. You earned this money through your job, investing, and saving, and you want to preserve it for yourself and to take care of the...

Wednesday, October 18, 2023

Sectors hit include air travel, insurance, oil production and entertainment The path to retirement can often seem daunting, with the end goal appearing distant and difficult to reach. This sentiment has only grown in recent years, as...

Thursday, October 12, 2023

Retirement seems like a long way off, but it arrives faster than you think. The big question is, are you ready? What exactly does retirement entail? Analysts suggest there are four designated phases of retirement that a person often...

Thursday, October 5, 2023

As a small business owner, your employees are the heart and soul of your organization. Many entrepreneurs understand the importance of a diverse, inclusive workforce and the benefits it brings, not just to the business, but to the...

Monday, September 25, 2023

Keep connected, develop good sleep hygiene and get in fiscal shape Aging is a natural process that everyone goes through, but how we age can be significantly influenced by our daily habits. Staying fit and healthy as we grow older is...

Wednesday, September 20, 2023

Investors’ perceptions of a financial crisis are different among generations As the global economy grapples with uncertainty, investors' perceptions of a financial crisis diverge significantly along generational lines. While...

Wednesday, September 13, 2023

You may sometimes hear the terms "estate planning" and "asset protection" used interchangeably. They actually have different meanings, and it's important to incorporate both strategies into future financial plans. Below, we discuss key...

Wednesday, September 6, 2023

Planning for your financial future and retirement looks much different now than in previous years. Some people must supplement their Social Security to have enough to maintain their desired lifestyle. This means financial planning is...

Friday, August 25, 2023

As a retirement savings plan participant, you know that setting an accumulation goal is an important part of your overall strategy. In fact, over decades of conducting its annual Retirement Confidence Survey, the Employee Benefit...

Wednesday, August 23, 2023

Understanding the Estate Planning Process A well-structured estate plan can be invaluable to you and your family It is common for people to put off planning their estates. After all, no one wants to anticipate their death. In addition,...

Thursday, August 17, 2023

Tax benefits, flexible contribution options and potential investment growth For many families, there’s a sense of excitement and anticipation that fills the air as high school seniors prepare to embark on their next journey:...

Wednesday, August 9, 2023

Retirement planning is a constantly evolving process. Strategies that may have worked fine a few years ago may no longer be the optimal direction to continue. Your life may have taken unexpected turns, you may have different retirement...

Wednesday, August 2, 2023

When it comes to planning for retirement, it's easy to get overwhelmed. Putting together a financial strategy can be complicated at any time of life, what with changing regulations, ups and downs in the market, and disagreements...

Wednesday, July 26, 2023

High Net-Worth executives and those that have been self-employed, can experience common problems in their financial planning journey. Often, they have missed opportunities in their financial planning because they haven’t planned...

Wednesday, July 19, 2023

Do you have $300,000 ready for health care costs? When people plan for retirement, most think about the stock market, potential returns, and occasionally what their future retirement expenses might look like. And while it’s...

Wednesday, July 12, 2023

Approximately 78% of people who work for companies with fewer than 10 employees and about 65% of those who work for companies with 10 to 24 employees do not have access to a retirement plan at work.1 That's unfortunate, because workers...

Wednesday, July 5, 2023

Almost half of all adults are part of the "sandwich generation." Being caught between two generations of loved ones who require care can be both financially and emotionally draining.

Tuesday, June 20, 2023

A critical part of financial planning that is often overlooked is insurance. Having various insurance policies will provide different benefits to your financial plan, ranging from protection to tax breaks. In fact, insurance is a...

Sunday, June 18, 2023

Having enough retirement income is a top concern for many Americans nearing or in retirement. Even though they may have saved consistently throughout the working years, they may be concerned that their retirement plans will succeed. A...

Wednesday, June 14, 2023

Individuals who exercise regularly and focus on better health, developing their bodies, stamina, and mental clarity understand what it encompasses. There are steps that people take when they engage in physical fitness and work toward...

Wednesday, June 7, 2023

Business succession planning — what is it?One of the important decisions a business owner must face is when and how to step out of the business — in other words, business succession planning. Do you expect to retire from...