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Investment Overview: 2nd Quarter 2018

Financial markets experienced a volatile opening quarter of 2018, however the underlying economic conditions appear to remain robust according to recent releases.

The Latest Scam Targeting Businesses | Part 2

We’ve been discussing a very common type of fraud affecting our businesses, Business Email Scams or Spoofing. There are three key components that you and your employees should understand: what . . .

June 2018 Market Recap

The US economy remains firmly in expansionary territory. The current economic recovery that began in the summer of 2009 is now the second longest in US history.

5th Circuit Buries Fiduciary Rule

Although last year’s sweeping tax reform law left the retirement plan provisions largely untouched, the recent budget deal made significant changes to the hardship distribution rules.

4 Tips for a Healthier, Wealthier Retirement

Are you, or someone you're close to, within 10-15 years of retirement? When contemplating retirement, or if you are already retired, these 4 tips can lead to a healthier and more fulfilling time.

Fortify Your Estate Plan Against Undue Influence Claims

It’s possible your will could be contested and your true intentions defeated if someone is found to have exerted “undue influence” over your decisions. Let's take a look.

Naming a Minor as Beneficiary: Unintended Outcomes

A common estate planning mistake is to designate a minor as beneficiary of a life insurance policy or retirement plan. You mean well, but doing so can have significant undesirable consequences.

The Latest Scam Targeting Businesses | Part 1

If you receive an email from your President or CFO asking you to wire money to a vendor, you’re going to do it, right? Or your vendor asks you to redirect an ACH electronic payment to a new bank...

Your Will: Does Your Family Know Where It Is?

You’re likely accustomed to conducting a variety of transactions digitally. But when it comes to your last will and testament, only an original, signed document will do.

Provide for Your Spouse, Then Kids, With QTIP Trust

If you want to preserve as much wealth as possible for your children, but you leave property to your spouse outright, a QTIP trust may be the answer. What is it? Let's take a look.

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