Wealth Management

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 reading

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 reading

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 reading

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 reading

Don’t Crack Your Nest Egg

It is a nasty habit that even the wealthiest retirees cannot seem to ignore — attempting to maintain the amount of spending that you have become accustomed to throughout your working years. Failure to adjust such spending habits appropriately could place you in a retirement bind later in life. Below, we outline some of the biggest mistakes we've seen impacting nest[...] Continue reading