2 July, 2015
Charitable giving strategies for the holidays
As we near the holiday, people have become increasingly interested in charitable giving. Here are a few key thoughts for those who are considering making a charitable gift before the end of the year. A successful giving experience depends primarily upon “charitable intent.” That is, the donor’s primary concern must be, first and foremost, their desire to help a[...] Continue reading8 December, 2014
Millennial Market Forecast
Millennials, for a variety of different reasons, are generally regarded as an age group that does not have a lot of extra money or investable assets, which is why financial professionals may not be knocking down doors to win their business. However, as baby boomers continue to age, millennials are expected to receive what could be the largest transfer of wealth in[...] Continue reading8 October, 2014
6 Financial “To-Dos” Before Year End
During summer, it’s a natural inclination for families and individuals to put investment planning, budgeting and other personal finance concerns aside. However, as vacations wind down and people slowly get back into their normal routine, it’s likely that finances will again be top of mind. Over the coming months, it’s advantageous to make finances a priority and to[...] Continue reading28 August, 2014
Financial Summer Reading List
Whether you are jet setting off to an exotic location or planning a “staycation” with your friends and family, the extended time away from the office may allow for an enjoyable, and educational, reading break this season. With that in mind, our executives have compiled a list of summer reading suggestions—financial books that have stood out to them over the years[...] Continue reading2 June, 2014