Wealth Management

Financial Timeline & Checklist for Newlyweds

As wedding season comes to a close and we begin to enter the holiday season when most couples get engaged, we thought this was a good time to address the question: Now What? Getting married is a wonderful accomplishment, but sometimes, tough financial conversations between you and your new spouse can bring the flourishing ‘wedding bliss’ to an abrupt end. We[...] Continue reading

The most overlooked part of your estate plan

When it comes to estate planning, many individuals strongly prioritize the importance of having a Last Will and Testament. They meet with an attorney, plan out and execute their Will, and then proceed to file the document away for a later time. However, by focusing only on the importance of their Will and neglecting other essential estate planning documents, namely their[...] Continue reading

Traveling Abroad? What to Know About Foreign Transaction Fees

Written by: Jay Sommariva | Managing Partner & Chief of Asset Management Taking a vacation abroad requires an enormous amount of planning, organization, and patience in today’s international travel environment. We work hard to plan the perfect getaway, and most of the time we have our I’s dotted and T’s crossed as we step over the threshold of a Boeing 737[...] Continue reading

Tip of the Month: Establishing Credit From Scratch

We all know good credit is crucial when purchasing a home, a car, sometimes renting an apartment, and for many of life’s major decisions and moments. But, how can you establish and maintain good credit if you haven’t necessarily ever had the chance to build it in the past? We’ve pulled together some tips: Tip #1 – Student loans Sure, paying off student loans[...] Continue reading

The Connection Between Golf & Your Finances

Written by: Bill Engel, CFP® | Senior Vice President As someone who has played golf for many years, I’ve noticed a few connections between the sport and the world of finance. Through the use of some basic golf analogies, I’ve highlighted important takeaways when it comes to mastering investments and financial planning. Use all of your golf clubs. Just like[...] Continue reading