Blog

07 Sep

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...

02 Aug

Economic News

Market Thoughts for August 2022

August 2, 2022
By Brad McMillan, CFA, CAIA, MAI

After a terrible start to 2022, markets rebounded in July. U.S. and developed international markets were up by 5 percent or more, with only emerging m...

28 Jul

Investments

Handling Market Volatility

June 10, 2022
By Alexander Greer, CFP®

Conventional wisdom says that what goes up must come down. But even if you view market volatility as a normal occurrence, it can be tough to handle wh...

21 Jul

Beneficiary Planning

Leaving A Legacy

July 19, 2022
By Stephen Neubig

You've worked hard over the years to accumulate wealth, and you probably find it comforting to know that the assets you leave behind after your deat...

14 Jul

Investments

The Power of Dividends in a Portfolio

June 10, 2022
By Alexander Greer, CFP®

It wasn't so long ago that many investors regarded dividends as roughly the financial equivalent of a record turntable at a gathering of MP3 users —...

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