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How to Leave a Philanthropic Legacy

you’re charitably inclined but have concerns about maintaining income to meet your current needs. Good news: there's a trust for that. A charitable remainder trust. Let's take a look...

September 2019 Market Recap

The saga between the U.S. and China over trade disputes continued to drive market returns throughout the third quarter. Gold prices hit a six-year high in early September...

Investment Overview: 3rd Quarter 2019

The longest expansion in U.S. history continues. Second quarter GDP growth came it at 2.0%, marking an economy that continues its upward trajectory, albeit at a slower-than-optimal pace.

Why You May Want Restrictions on Charitable Gifts

If philanthropy is an important part of your estate planning legacy, consider taking steps to ensure that your donations are used to fulfill the purposes you intend.

August 2019 Market Recap

The U.S. economy continues to display strength, even as other developed nations show signs of struggle. However, as the 9/1 deadline for additional tariffs on China edged closer...

July 2019 Market Recap

Lingering trade tensions with China have led to growing concern over the potential of an oncoming recession, so all eyes turned to the Federal Reserve during July and hopes for a proactive easing...

Buy-Sell Agreement Can Help Cover Estate Taxes

If you're an owner in a closely-held business, it’s critical to have a well-designed, properly funded buy-sell agreement. Without one, an owner’s death can have a negative effect on surviving owners.

Sentimental Value Matters in Your Estate Plan, Too

When planning your estate, you’re likely focused on major assets like real estate, but it's also important to "sweat the small stuff" that may hold great sentimental value to your heirs...

Investment Overview: 2nd Quarter 2019

The month of April followed through on momentum experienced Q1 2019 as strong reports, including a surprisingly robust 3.2% GDP growth number, had markets feeling like the spring weather...

June 2019 Market Recap

The US economy continued to show strength throughout the month of June. Still, uncertainty about trade policies and Federal Reserve interest rate policy dominated the minds of investors...

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