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Benefits Of A Securities-Backed Line Of Credit

Benefits of a Securities-Backed Line of Credit

Many high-net-worth individuals have a significant portion of their wealth stored in financial assets - e.g. stocks and bonds in a portfolio. With the success of the markets over the last decade, many investors have greatly benefited from an increase…

Collections And Estate Planning – Charitable Gifting

Collections and Estate Planning – Charitable Gifting

Part 4 of 4 Collections as Charitable Gifts: What You Need to Know How do you feel when you think about giving or donating your collection? Does it fill you with excitement to give something that has brought you so…

What Insurance Do I Need In Retirement?

What Insurance Do I Need In Retirement?

There are plenty of risks that we need to think about and manage as we age.  Those risks may include market declines, premature death, fire hazards or liabilities associated with driving.  As we age, we also think about new risks…

#1 Fraud In 2020: Imposter Scams

#1 Fraud in 2020: Imposter Scams

The phone rings, and it’s your grandchild’s phone number.  You answer, excited for a call with your loved one, but someone else answers.  The caller explains frantically and tearfully that your grandchild has been badly injured and needs money immediately…

Retirement Income: Some Rules Are Meant To Be Broken!

Retirement Income: Some rules are meant to be broken!

For many of us who are still in our working years, the word retirement doesn’t resonate. We know it’s a goal that we save for, but the reality is, we don’t think about the nuances until we’re close enough to…

Form 1099-R: Tax Filing For Retirement Accounts

Form 1099-R: Tax Filing for Retirement Accounts

The Coronavirus Aid, Relief, and Economic Security (CARES) Act of 2020 eliminated the need for retirement account holders to take Required Minimum Distributions (RMDs) in 2020. While many individuals simply did not take their RMD, some had already taken some…

A Guide To Charitable Remainder Trusts

A Guide to Charitable Remainder Trusts

Written by: Chad O'Brien and Peter O'Neill There are types of strategies that when executed properly, can financially support charitable organizations you are passionate about and provide you with significant tax benefits.  Most of our clients are familiar with donating…

Democratic Impact On Markets And Investors

Democratic Impact on Markets and Investors

With the 2020 election cycle now complete, we can turn our attention towards the impact on markets and investors. As we do so, it is important to remember that economic and market fundamentals matter more than who controls Washington. Evaluations…

2021: Finding The Right Balance

2021: Finding the Right Balance

Dark chocolate with sea salt is a decadent treat.  Before trying it, I skeptically asked, ‘Why would you ruin a delicious piece of chocolate with salt?’  I soon learned that the balance between the extremes makes the taste so exquisite. …

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