Investment Overview: 3rd Quarter 2016

The U.S. economy continues to grow at a steady, albeit a very slow, pace. First quarter real GDP grew at 0.8%, followed by second quarter growth of 1.4%. This continues a string of very slow . . .

September 2016 Investment Update

Third-quarter real GDP appears likely to have accelerated slightly and is expected to come in around 2.5%. The apparent uptick in growth is a welcome sign, following first-quarter real GDP growth. . .

Retirement Birthday Milestones

Birthdays are a time to celebrate, but they're also a great time to think about your financial picture — your retirement savings in particular. Here are a few things for each generation to consider.

Inheritance Planning for Adult and Minor Children

Now more than ever, a family fortune is something to be protected and nurtured. What is the answer? For many families, Trusts. Let's take a look.

Clinton v. Trump on Estate Taxes

The federal estate tax has remained unchanged since 2012, giving estate planners and their clients time to adjust to the permanent larger exemption and the portability of the exemption between spouses

August 2016 Investment Update

While second-quarter GDP growth was revised downward from 1.2% to 1.1%, economic data reported in August was solid with several indicators pointing to a strengthening economy in the third quarter...

Millennials: Tougher Road to Retirement than Parents?

When it comes to saving for retirement, many factors may contribute to Millennials needing to save more, or longer, than their parents did. But time is on your side! Let's take a look.

Brexit fallout

July 1—One thing is certain about financial markets—investors hate uncertainty. They hate being surprised. And the biggest surprise of the quarter just ended was the decision by a slim . . .

July 2016 Investment Update

The U.S. economy continues to muddle through, with the first reading of 2nd quarter GDP coming in at a disappointing 1.2%. This was only slightly above the first quarter’s revised rate of . . .

Investment Overview: 2nd Quarter 2016

As we enter the third quarter, economic conditions in the U.S. generally point to continued expansion. Importantly, consumer spending has been increasing at a solid pace after a winter slowdown. . .