Welcome to our Blog. These subjects cover recent questions from clients and prospects. We hope you find this page of value.
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It's Time for Your Checkup
Like annual physicals, a yearly financial checkup can help uncover hidden problems, inspire you to set new goals, provide information you need to improve your health, and help make sure you’re on track for well-being. I...Read More
Playing Catch Up
Have you saved enough? Whether you started late, or have regularly saved throughout your career, you might wish you could stash some additional cash in your retirement fund. Fortunately, if you’re 50 or older, you can. The IRS...Read More
The Biggest COLA Increase Since 1981
How well do you remember 1981? Harrison Ford had his first bow as Indiana Jones in Raiders of the Lost Ark. Frogger and Donkey Kong were all the rage at video arcades. Bob Ross left the Air Force and took up painting. On top of that,...Read More
Balmy Business Books for a Sweltering Summer
There’s nothing quite like the pleasure of a good book. And with temperatures rising nearly everywhere, now is a great time to grab a frosty beverage, settle into your comfiest chair, and lose yourself in a good story.Here's what...Read More
Where There's A Will
"Where there's a will, there's a way." Sage advice that applies not only to our lives but to your estate strategy.When was the last time you reviewed your will or estate strategy? August is National "Make a Will" Month, an excellent...Read More
Global Portfolio Strategy | August 3, 2022
Global Portfolio Strategy | August 3, 2022The STAAC Committee maintains its overweight equities recommendation relative to bonds for August based on the belief that near-term recession fears may be overdone. Read More The information...Read More