End-of-Year Charitable Giving and Tax Strategies October 26, 2022 Estate Planning charitable giving, estate planning, financial planning, legacy planning To make a bigger impact with your donations, read our end-of-year charitable giving planning and tax strategies blog post.Read Morekeyboard_arrow_right
The SVB Collapse—Crisis, Context and Containment March 24, 2023 Investing Adviser Investments, Banking Crisis, Jim Lowell, Silicon Valley Bank I’ve lived through four major banking crises. Each time, the financial world was upended. Each time, remedies were proposed, lessons were learned, and solutions were quicker on the draw.Read Morekeyboard_arrow_right
Are Your Bank Deposits Safe? March 20, 2023 Financial Planning Andrew Busa, investor protection, Silicon Valley Bank Let’s get something out of the way: A bank account that’s covered by the Federal Deposit Insurance Corporation (FDIC) is a safe place to put your money.Watch Nowkeyboard_arrow_right
The Truth About Inflation March 20, 2023 Investing Charlie Toole, Chart of the Week, investment management Thanks to the cycle of interest-rate hikes the Federal Reserve started in 2022, cash yields have gotten an enormous boost.Read Morekeyboard_arrow_right
Update From Our Chief Investment Officer March 13, 2023 Economy and the Markets Chief Investment Officer Tim Clift looks at Silicon Valley Bank's collapse and what it means for investors and portfolio positioning.Watch Nowkeyboard_arrow_right
Cash Is King, but for How Long? March 13, 2023 Investing Cash, Chart of the Week, Chris Keith, investment management, money market funds Thanks to the cycle of interest-rate hikes the Federal Reserve started in 2022, cash yields have gotten an enormous boost.Read Morekeyboard_arrow_right
Filing Taxes Jointly or Separately – Pros and Cons March 9, 2023 Taxes tax planning, taxes Yet one of the most common filing questions our tax planners hear is: “Should my spouse and I do our tax filing jointly or separately?”Watch Nowkeyboard_arrow_right
Mortgage Rates and Inflation—A Dangerous Dynamic? March 7, 2023 Economy and the Markets fed, inflation, mortgage rates, video Senior Research Analyst Liz Laprade looks into U.S mortgage rates—which are at a 20-year high—and elevated rents.Watch Nowkeyboard_arrow_right
Bonds: A Hint for the Housing Market March 6, 2023 Economy and the Markets bonds, Chart of the Week, housing market, investment management Over the past 30-plus years, the frequency of dramatic price swings -- volatility -- in the stock market has gradually increased.Read Morekeyboard_arrow_right
Tax Cuts and Jobs Act Expiration: Financial Planning Implications March 2, 2023 401(k) alternative minimum tax, financial planning, roth conversion, roth conversions, stock options, Tax Cuts and Jobs Act of 2017, tax planning Andrew Busa provides financial planning solutions in part two of his analysis of the expiring Tax Cuts and Jobs Act (TCJA).Watch Nowkeyboard_arrow_right
The Strength of the U.S. Dollar—And Why It Matters February 28, 2023 Economy and the Markets currency, investment management, U.S. dollar, video Liz Laprade takes a look at the relative value of the U.S. dollar with respect to other currencies—and what it tells us about investing and the economy.Watch Nowkeyboard_arrow_right
In Trusts We Trust February 27, 2023 Financial Planning Andrew Busa, trusts An estate plan based on trusts is often more effective than a will-based estate plan, especially for high-net-worth individuals and families.Read Morekeyboard_arrow_right
Chart of the Week: Is Volatility the New Normal? February 27, 2023 Economy and the Markets Chart of the Week, Market volatility Over the past 30-plus years, the frequency of dramatic price swings -- volatility -- in the stock market has gradually increased.Read Morekeyboard_arrow_right