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.

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.

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.

Market Commentary – A Strong Start to the Year, but Risks Remain

After suffering their worst December since the Great Depression, stocks had their best first quarter in ten years primarily due to the Federal Reserve halting interest rate increases and improving U.S-China trade relations. Perhaps the most impactful event of Q1 was the Fed

Whitepaper: Estate Planning Review

Written By: Daniel A.

The Value of Financial Planning

Written By: Daniel A. Cesta, CPA, CFP, MST

Market Commentary – Market Headwinds Cause Historic Volatility

Is this as good as it gets?  Will we have a recession in 2019?  Where will we go from here?  These were just a few questions investors grappled with toward the end of last year and into the new year.  And why wouldn’t they?  After all, in the final th