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.

Market Commentary – Stocks Remain Resilient Despite Rising Volatility

Volatility returned in the second quarter, as uncertainty regarding U.S.-China trade relations, future Federal Reserve interest rate policy, and the state of the U.S.

Estimating Retirement Income Needs

Life is full of unanswerable questions, like knowing exactly how much you will need to live comfortably during retirement.

Do the financial services you’re receiving from your financial advisor/broker include tax return preparation and trust drafting for one fee? 

Would you like to receive financial services similar to ultra-high net-worth families?

Turning 66 This Year? Last Chance Social Security Opportunity Still Exists

Looking for a little extra income for four years? Born on or before Jan 1, 1954? Then you may be in luck.