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Money Conversations with Adult Children

The money conversations you may have had with your children when they were growing up are certainly different once they become young adults. At some point the realities of your wealth become more tangible for them and it becomes crucial how you approach these discussions. This can affect your strategy for wealth management and how you might transfer that wealth to future generations.

2020-08-03T16:30:54+00:00Good to Know|

Advisor Reflections: Moving and Marriage during a Pandemic

Life during a pandemic feels like the twilight zone. The comfort of routine, the bustle of activities to keep us busy every day, the predictability of tomorrow, essentially washed away overnight. Our lives turned upside down and now here we are five months later. What do we make of all of this?

2020-07-31T21:39:43+00:00Good to Know|

Grandparents and Grandchildren: Fun Ways to Engage During the Pandemic

Beginning in early spring, our families made the mutual decision to practice social distancing until there was a cure or a safe vaccine for COVID-19. It is a personal choice we arrived at together, but it has been difficult for the children to understand why they can no longer see their beloved grandparents in our home on a regular basis. It was time to depend on technology and a little bit of creativity, and it’s worked out pretty well for us. I thought I’d share some of my ideas and hope they inspire you.

2020-07-31T01:20:17+00:00Good to Know|

Stay the Course During Market Volatility

A historic pandemic precipitated historic economic implications both in the U.S. and around the world. It is safe to say 2020 has been one for the record books, and it is only half over! Uncertain times like the environment we currently face breed stock market volatility, and so it is no surprise that we have seen some of the wildest swings in stock prices this year.

2020-07-31T01:17:50+00:00Good to Know|

Advisor Reflections: Working From Home

My wife and I have been both working from home the last three months while our young children are also at home with us. Once it became clear to me that we would be working from home for more than a few weeks, it was important to set up a workspace where I could focus and engage with clients and colleagues in an effective uninterrupted manner.

2020-07-16T15:47:15+00:00COVID-19, Good to Know|

Important Information For Small Businesses Impacted By COVID-19

Both small and large businesses have been significantly impacted by the effects of COVID-19 and have had to make critical decisions over the last few weeks. To facilitate our clients who own businesses, we have compiled relevant information and possible actions in light of the current difficult business conditions and the enactment of the Coronavirus Aid, Relief, and Economic Security (CARES) Act.

2020-07-07T18:17:08+00:00Business Owners, COVID-19, Good to Know|

Market Downturns: How Safe is Your Deferred Compensation Plan?

Your employer’s traditional 401(k) plan and deferred comp plan may look similar. They may be visible from the same website and they may appear to have the same investments, but they are different in one very critical way. The deferred comp plan is not protected if your employer goes bankrupt, while the 401(k) plan is protected. With the recent downturn in the markets and volatility likely to continue, it’s important that you understand the differences between the two types of employer plans and review if any adjustments need to be made to your participation or allocation strategy.

Creative Projects to Capture Memories and Get Organized

Many of us have been self-isolating now for nearly two months. Some of us are feeling the desire to maximize this time to devote to projects that will yield long-term benefits. What can you do to take advantage of this time?  Are there some projects that are both easy and productive?Here are a few projects that may be interesting to you. We’ve come up with few ideas to help you share information, memories and stories with those you love for future generations, as well as get organized for the unforeseen.

2020-07-06T19:39:01+00:00COVID-19, Good to Know|
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