Roth IRA Conversion in the Era of COVID-19
Is it right for you?

The COVID-19 pandemic has shaken up nearly every aspect of American life. To say it’s been a difficult time would be an understatement. 

Key Provisions of the CARES Act

COVID-19 Special Edition

“Once we have a war there is only one thing to do. It must be won. For defeat brings worse things than any that can ever happen in war.”     … Ernest Hemingway

Market Commentary – Stocks Party into the New Year

What a difference a year makes.  A year ago, December, markets dropped as investors were crippled with fear and pessimism about global growth and profits.  In fact, at that time, the CNN Fear & Greed Index registered an extrem

Year-End Checklist

• Did you sell a major asset like your home, business, or other real estate?
• Did you transfer any major financial assets?
• Did you refinance your house? 
• Did you receive a gift or inheritance?
• Did you lose

Market Commentary – Stocks Held Firm in Q3 Despite Increased Global Concerns

The lyrics to Billy Joel’s hit, “We Didn’t Start the Fire” lists more than 100 headline events between 1949, the year of Joel's birth, and 1989, the year the record was released.  What was unique about this song was that the lyrics were nothing more th

Will You Avoid These Estate Planning Mistakes?

Too many wealthy households commit these common blunders.

Provided by Daniel A. Cesta

Many people plan their estates diligently, with input from legal, tax, and financial professionals.

The Gift Tax

Strategic vs. Tactical Investing 

Start the discussion

Once you start thinking about the future and how you want your wealth to live on, it’s tempting to dive right in and start putting money strategies into place immediately. However, without a comprehensive family discussion about this wealth transfer, problems can arise when it comes time to put these strategies into action.