Tax Planning for Individuals, the third event in our new Financial Bites lunch series, was a huge hit. In this session, our advisors explained why tax planning is vital to a healthy financial life and how to put money back in your own wallet. Thank you to all our attendees as well as our outstanding […]
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The second event in our new Financial Bites lunch series, Budgeting, went off without a hitch. In this session, our advisors honed in on the keys to a successful budget and how to get your financial footing. Thank you to all our attendees as well as our phenomenal wealth advisors, Joe Seetoo and Celia Meagher, […]
Recently we hosted the first event in our new Financial Bites lunch series. The session focused on retirement planning and was an incredible success. We are grateful to everyone who attended and to our outstanding wealth advisors, Chris Galeski and Chelsea Watson, who presented. Clients often come to us asking, “How much do I need […]
Interest Rate Movements – How to Make Sense of Them? At its July meeting, the U.S. Federal Reserve (Fed) lowered interest rates for the first time since December 2008. Officially, the Fed’s reasoning was that it was worried about inflation not hitting the desired 2% goal. But unofficially? They may have instead caved to market […]
One for the Record Books The current U.S. economic expansion is now officially the longest in history, having just entered its 121st month. Shortly after the end of the second quarter, stock markets also hit all-time record highs. These milestones are juxtaposed against another less thrilling record: the current economic expansion has also been the […]
The Return of Trade Tensions It’s hard to believe that it’s been over a year since President Trump launched us into a trade war with China. (We first delved into this issue in our second quarter 2018 client letter here.) While it appeared that progress was being made in negotiations toward the end of 2018, […]
Federal Reserve to the Rescue How would you expect the stock market to perform in a country experiencing slowing GDP growth, disappointing retail sales and a negative corporate earnings outlook? There is a wide range of possible answers, but the most obvious choice certainly would not be that stocks would experience their best quarterly performance […]
We are proud to announce we were named in the Best Places to Work for Financial Advisors by InvestmentNews. The Best Places to Work for Financial Advisers program recognizes financial advisory firms that provide employees with the personal satisfaction and tools to grow professionally and to provide clients with the best possible investment and financial […]
Why Cash Flow Planning Is Important for Everyone According to a Fidelity eAdvisor study, clients who have a formal financial plan are 7 times happier than those without one. Yes, you read that right—7 times happier! But, according to Charles Schwab’s 2018 Modern Wealth Index study, only one in four Americans actually has a written […]
What a Difference a Year Makes While the stock market correction in the fourth quarter dominated headlines, the real news in 2018 was that the vast majority of asset classes produced negative returns. According to a Deutsche Bank study, 90% of the 70 asset classes they track delivered negative returns for 2018—the highest percentage as […]
We work closely with our clients to understand their goals and risk tolerance to help them create a long-term plan. As of December 31, 2018, we manage $1.76 billion for over 950 families and institutions. Of those relationships, over 25% exceed a decade in length.