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When Life Happens, Consider Revisiting Your Estate Plan

When Life Happens, Consider Revisiting Your Estate Plan

Over the last two calendar years, much of the discussion pertaining to estate planning has revolved around possible changes to the tax laws. While changes to tax laws certainly can and should prompt a review with your advisor, it’s much more common for major life...

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When Life Happens, Consider Revisiting Your Estate Plan

Generation-Skipping Transfer Tax Basics

If your estate is big enough, you should know how generation-skipping transfer taxes work, and how to avoid paying more than you must. Originally published on Kiplinger.com October 22, 2021   If you have ever sought the advice of an estate planning professional,...

The Morning View: October 19 , 2021

The Morning View: October 19 , 2021

In this morning’s data, Housing Starts were 1,555,000 in September, weaker than expected and a decrease of -1.6% from the previous month, partly due to fewer starts in multi-family homes. In addition, Building Permits were 1,589,000 in September, much weaker than...

W|W|W – Mind the [financial] gap

W|W|W – Mind the [financial] gap

When given the opportunity to share insights with a Women | Wealth | Wellness focus for Financial Planning Month, my mind was left racing with possibilities. There are so many unique situations women face, and each has opportunities and challenges that must be met....

When Life Happens, Consider Revisiting Your Estate Plan

Third Quarter 2021 Investment Commentary

Market Recap A September slump put a pause on the global equity bull market. The S&P 500 Index dropped 4.7% for the month, developed international equities fell 2.9%, and emerging-market (EM) stocks dropped 4.0%. For the third quarter, the S&P 500 was up just...

The Morning View: October 19 , 2021

The Morning View: October 8 , 2021

Announced this morning, the economy added just 194,000 jobs in September, less than expected, but the previous month was revised higher by 131,000. The Retail Trade industry was relatively strong, while Government jobs were weak, losing 123,000 jobs in the month....

Fixed Income Commentary- October 2021

Fixed Income Commentary- October 2021

October 2021 3rd Quarter 2021 Fixed Income Review • Q3 fixed income markets experienced slightly positive performance although Treasuries and high credit quality were still negative year-to-date • Inflation has soared this year due to disrupted supply chains and...

When Life Happens, Consider Revisiting Your Estate Plan

Investment Outlook – October 2021

Transitory?   The Federal Reserve, following several months of greater-than-2% annual inflation — its stated goal — took to describing the most recent readings in the 4% to 5% range as transitory. For the Fed, transitory means that markets and consumers should...

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