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Wealth management news and analysis
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Being single in America can come with hidden financial costs. Discover how income gaps, limited benefits, tax disadvantages, and reduced retirement options impact singles—and why society still favors marriage economically.
9/18/2023
Blog
For the period August 1 – August 31, 2023
Executive Summary
U.S. equity markets pulled back in August for the first time since February, ending a streak of five straight monthly gains. While we are not quite out of the woods just yet in terms of avoiding a recession, the soft-landing rhetoric continues to pick up steam.
9/7/2023
Blog
Navigating life as a middle-aged adult in recent years feels like juggling fire while walking a tightrope—intense and demanding. The mounting pressures aren’t just about looking out for number one; they’re about holding up multiple generations. Welcome to the “sandwich generation!” Picture this: you’re caught between aging parents who need care and kids who aren’t quite ready to fly the nest.
9/6/2023
Blog
Everyone is searching for financial independence, but what does that really mean? For some, financial independence means jet setting around the world and buying expensive cars. For others, financial independence is being able to live your life without worrying about running out of money before you run out of breath.
8/23/2023
Blog
Vacation homes can be a great place to unwind, enjoy leisure time, and create lasting family memories. They can even serve as a secondary source of income if you rent them out when not in use. But after adding up all these considerations, are they really a good investment?
8/15/2023
Blog
When you’re in the diaper-and-bottle phase of parenthood, saving for college tuition probably isn’t a priority. But maybe it should be.
Given the rate at which college tuition is rising, a four-year public college will likely cost close to $200,000 in 18 years. With this high price tag, the earlier parents start saving, the better.
8/8/2023
Blog
Executive Summary
As the most aggressive interest rate-hiking cycle in recent history seemingly nears its final stages, economic activity is better than expected, bond markets are providing the opportunity to construct portfolios that generate higher yields, and equity markets are near all-time highs.
8/7/2023
Blog
Planning a second marriage? Learn key financial tips for blended families, including asset protection, estate planning, and how to build a strong financial future together.
8/2/2023
Blog
Getting married is a significant life transition. Lifestyle, time commitments, and long-term priorities can all shift when you tie the knot. And the same is true for finances—especially how you approach taxes.
There are many tax advantages of marriage. Here are some of the top points our Roundtable™ team speaks to clients about when they decide to get married.
7/30/2023
Blog
The details of student loans may at first seem hard to grasp, but fully understanding them and the potential benefits they can offer is invaluable. With federal student loan payments set to resume in October 2023, understanding the four distinct income-driven repayment plans and how they may impact you in the long run can help you make the most prudent decision for both your family and your financial plan.
7/27/2023