Financial & Investment Resources
Explore our collection of white papers and articles from our advisors and specialists. Our monthly newsletter and regular publications can help you gain additional insight into your financial world.
Our Latest Insights
Proactive Year-end Tax Planning for 2024 and Beyond
One of our main goals as holistic financial professionals is to help our clients recognize tax reduction opportunities within their investment portfolios and overall financial planning strategies. Staying current on the ever-changing tax environment is a key component...
Understanding Volatility and the Benefits of a Long-term Investing Strategy
Using ROTH and Traditional IRAs as Strategies for Building Your Retirement in 2024
Welcome to 2024!
Happy New Year and welcome to 2024! We hope that you and your family had an enjoyable holiday season. We are excited to see what the new year will bring us. Overall, 2023 was a good year for investors. Interest rates continued to rise, but at a much slower and less...
The Federal Reserve and Interest Rates
The Federal Reserve left interest rates unchanged at their meeting on November 1st. They continued to state that they are closely tracking inflation and the health of the economy to determine their future decisions. During this session, the central bank...
Can Money Determine Your Happiness?
In 1964, Paul McCartney and John Lennon of the Beatles co-wrote the hit song “Money Can’t Buy Me Love” but, could it bring you happiness? In 2010, Princeton University conducted a study which found that day-to-day happiness rose as annual income increased, but then...
Traditional and ROTH IRAs
Everyone saving for retirement knows being proactive is very important. The concept of not preparing and relying on a government-sponsored retirement is a risky and unreliable practice. Having healthy retirement savings can help you live comfortably in your golden...
Proactive Year-end Tax Planning for 2023 and Beyond
One of our main goals as holistic financial professionals is to help our clients recognize tax reduction opportunities within their investment portfolios and overall financial planning strategies. Staying current on the ever-changing tax environment is a key component...
Global vs. International: What’s the Difference?
With international stock markets comprising about 41.6 percent of the world's capitalization as of 2022, a broad range of investment opportunities exist outside the borders of the U.S.1 For investors who are looking to diversify their mutual fund portfolio with...
Navigating Retirement Pitfalls
Much is written about the classic financial mistakes that plague start-ups, family businesses, corporations, and charities. Some classic financial missteps have been known to plague retirees, too. Calling them "missteps" may be a bit harsh, as not all of them...
White Papers
TIPS
The Smart Retiree’s Guide to Claiming Social Security Benefits
TIPS