Blog

11 Jan

What You Need to Know About SECURE 2.0

January 12, 2023
By Alyssa Hanzl

On December 29, 2022, President Biden signed into law the Consolidated Appropriations Act, 2023, an omnibus spending bill that includes the SECURE 2.0...

05 Oct

Economic News

Market Thoughts for October 2022

October 5, 2022
By Brad McMillan, CFA, CAIA, MAI

September was a bad month for markets, which were down between 8 percent and 12 percent for the month both here and abroad. The decline was driven by ...

30 Sep

Beneficiary Planning

Understanding Donor-Advised Funds

October 5, 2022
By Christopher Walsh, CFP®

A donor-advised fund (DAF) is an account established through a sponsoring charity, often an organization established for the purpose of providing this...

15 Sep

Investments

Why You Shouldn’t Panic About Higher Rates and a Falling Market

October 5, 2022
By Brad McMillan, CFA, CAIA, MAI

As we encounter another downswing in the ongoing bear market, it’s only natural to be concerned and ask questions. Here’s where we are at the moment: ...

07 Sep

Economic News

Market Thoughts for September 2022

September 7, 2022
By Brad McMillan, CFA, CAIA, MAI

After a strong rebound in July, markets pulled back again in August. U.S. and developed international markets ended the month down by 3 percent to 5 p...

01 Sep

Personal Finance

Overview of Nonqualified Deferred Compensation Plans (For-Profit Company)

June 14, 2022
By Alexander Greer, CFP®

Employers choose to offer nonqualified plans—among them, split-dollar, executive bonus, stock incentive, and deferred compensation—for a variety of re...

25 Aug

Retirement Planning

Family Business Transition Guide

June 14, 2022
By Christopher Walsh, CFP®

As you prepare for the family business succession/transition process, it’s important to address the underlying issues at play before you calculate you...

18 Aug

Financial Planning

Introduction to Incentive Stock Options

June 14, 2022
By Christopher Walsh, CFP®

What Are ISOs? Incentive stock options, or ISOs, are a type of employee stock option used in equity-based compensation strategies. They are also know...

11 Aug

Retirement Planning

A Woman’s Guide to Health Care in Retirement

June 14, 2022
By Karen Brock, CFP®

At any age, health care is a priority. But when you retire, you should probably focus more on health care than ever before. That's why it's particular...

04 Aug

Personal Finance

Women and Asset Protection: How Insurance Can Help

June 13, 2022
By Karen Brock, CFP®

Women are successful professionals, business owners, and knowledgeable investors. At some point in their lives, women may have to manage their own fin...

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