Wealth Management Educational Articles

Employers have a unique opportunity to educate their employees on the importance of saving for retirement. The fewer mistakes your employees make now, the more secure they’ll be in retirement.

If you’ve inherited assets or you’re planning your estate, it’s crucial to understand the fair market value basis rules (also known as the “step-up and step-down” rules). That way, you won’t pay more tax than you’re legally required to.

Retirement plan sponsors are dealing with tremendous complexity, confusion and uncertainty. COVID-19 has changed every facet of society as we know it — including how you manage your 401(k) plan.

On March 27, 2020, the Coronavirus Aid, Relief and Economic Security (CARES) Act was signed into law. Since then, the U.S. Treasury Department has issued guidance to clarify and, in some cases, expand the provisions of the CARES Act dealing with retirement accounts and the relief offered to retirement account owners and/or beneficiaries. We’ll answer…

The cornerstone of our long-term equity strategy and investment strategy is placing a greater emphasis on small-cap companies and value companies.

It is increasingly important for companies to understand their fiduciary responsibility and legal obligations. As a retirement plan sponsor, you are still responsible for adhering to the DOL’s ERISA guidelines, which govern and enforce the administration of 401(k) plans and their assets.

Market Commentary: Q1 2020 in Perspective – Global stock markets declined to start the year and effectively erased investor gains from 2019.

This heightened concern about the coronavirus sent global stocks quickly lower over a few trading days as investors assess the potential impact of the virus on the global economy.

Let’s take a look back at the financial market of the last 10 years. It was filled with economic uncertainty, political upheaval, and technological disruption—and global stocks more than doubled in value.

Do you have a vision for your future? Without a clear view of your personal, family and professional priorities, it is almost impossible to put a financial plan in place to achieve those goals.

In its fight to combat elder investor fraud, the SEC advises that the first line of defense ― education ― is something that every individual and even businesses can help with.

There’s a tax-smart strategy for high-net-worth individuals over 70½ years old who have IRAs and are charitably minded.