How Does Multigenerational Planning Work?

How Does Multigenerational Planning Work? With changing family dynamics across generations, financial plans should focus on the goals and intentions of individuals, couples, or families. Families are more interconnected now than ever, and multiple generations are important to consider when creating a plan and legacy. Wondering what multigenerational planning looks[...] Continue reading
22 March, 2021

What Is a Registered Investment Advisor (RIA)?

What Is a Registered Investment Advisor (RIA)? When choosing a financial advisor, you want a professional working with your best interests in mind. By partnering with a fiduciary, you'll have the support of a financial advisor who is legally bound to act in your best interest. RIAs are fiduciaries registered with the Securities and Exchange Commission (SEC) and can[...] Continue reading
17 February, 2021

Overlooked Stocks Poised to Perform Amid COVID-19

Since the start of the global pandemic in Q1 2020, investors and analysts have of course kept a close eye on how COVID-19 impacted stocks and sectors (negatively and positively). On one hand, it’s no secret that some sectors, such as transportation and tourism, took a massive hit, while sectors like healthcare and technology have performed quite well over the year. As[...] Continue reading
28 December, 2020

How COVID-19 Will Spark Change Among Charitable Giving

Over the last few months, and especially the last few weeks of the year, we have seen a notable uptick in charitable giving efforts – both from the standpoint of individuals wanting to support causes near and dear to them, and in maximizing tax-efficient strategies before year-end. 2020, however, has been an interesting year and we expect that COVID-19 will not only[...] Continue reading
7 December, 2020

How to Pass on Your Money Without Spoiling Your Children

Written by: Bradley Newman, CFP® | Lead Financial Advisor If you have sufficient assets in your portfolio, you're probably planning on leaving a portion of them to your children. While passing on your wealth gives your offspring a head start and safety net as they move forward in life, it's crucial that they know the proper ways to handle their inheritance without[...] Continue reading
5 November, 2020

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