SECURE Act 2.0: What Do You Need To Know?

Posted by Jake Sadler and Kurt DiManna on January 19, 2023
More and more movies seem to have sequels these days, and now perhaps we can say the same about tax law changes. In December 2019, an important piece of legislation called the SECURE Act was signed into law. This Act impacted many areas of tax law and had far-reaching implications for personal ...
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Topics: Investment News, Wealth Management

Quarterly Market Review - Q4 2022

Posted by Jim Kantowski, CFP®, CPA on January 19, 2023
For specific information on last quarter’s market performance, please download our Q4 Market Review.
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Topics: Investment News

Rebalance Your Portfolio With These 5 Tax-Efficient Investments

Posted by Jim Kantowski and Jake Sadler on January 10, 2023
Are you losing sleep over your investments? Implementing a portfolio rebalancing strategy is an excellent way to give yourself some peace of mind (and a few more hours of shut-eye every night). In this article, we’ll outline three signs that indicate you should rebalance your portfolio—while ...
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Topics: Investment News, Wealth Management

The Complete Retirement Walkthrough

Posted by Jake Sadler on January 06, 2023
Retirement can be a positive and transformative achievement for many—a culmination of years of skillful work and dedication. Preparing for this milestone is the single greatest financial objective that most people will work towards in their lives. To create meaningful and lasting peace of mind ...
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Topics: Financial Planning, Retirement Planning

Socially Responsible Investing 101: Is It Possible?

Posted by Lyn Dippel, Dan Ebinger, and Jake Sadler on January 04, 2023
Are you intrigued by the idea of investing with a purpose—simultaneously growing your personal wealth while supporting social and environmental causes? If so, you’re not alone. For the past few years, the concept has been
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Topics: Investment News

Widow Financial Planning: 5 Key Steps To Follow

Posted by Jim Kantowski, CFP®, CPA on December 05, 2022
Losing a spouse can be devastating. Not only does this life-changing event take a significant emotional toll, but it also creates uncertainty around financial matters. As a widow, the financial planning process in particular may seem overwhelming, leaving you with questions about how best to ...
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Topics: Financial Planning

The Top Portfolio Management Strategies Investors Must Know

Posted by Dan Ebinger & Yvonne Scoggins on October 26, 2022
Making smart investment choices for your personal circumstances can have a tremendous impact on your ability to grow your wealth. But there’s no “one size fits all” approach to investing—not only do people have different goals and risk tolerances, but they also have different preferences with ...
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Topics: Investment News

106 Revealing Retirement Statistics

Posted by Jake Sadler and Liz Gillette on October 20, 2022
Retirement is, for some, an elusive phase of life that appears a distant dream. For others, it’s an inevitable break from working life that’s just around the bend. For others still, it’s an everyday reality. But whether you’re reaching for retirement or you’ve already arrived, some facts remain ...
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Topics: Retirement Planning

Quarterly Market Review - Q3 2022

Posted by Jim Kantowski, CFP®, CPA on October 11, 2022
For specific information on last quarter’s market performance, please download our Q3 Market Review.
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Topics: Investment News

How Are Financial Advisors Paid? A Fee And Cost Guide

Posted by Jake Sadler on September 26, 2022
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Topics: Financial Planning