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Speak with a Financial Expert

How To Pick A Wealth Management Firm: 4 Tips

Posted by Jim Kantowski, CFP®, CPA on April 15, 2021
Choosing a wealth manager is an important decision that requires your time and effort. This choice has the potential to impact the course of your financial future for better or worse, so it’s crucial to make your selection wisely—but don’t worry, the process ...
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Topics: Financial Planning

The Importance Of Financial Planning For Women

Posted by Lyn Dippel, JD, CFP® on April 08, 2021
Between their responsibilities at work and at home, many women today are so strapped for time that financial planning is the last thing on their minds. If this sounds like you, you’re not alone. However, one of the most important pieces of financial ...
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Topics: Financial Planning

ESG Vs. SRI Investing: What’s The Difference?

Posted by Dan Ebinger on March 25, 2021
Environmental, social, and governance (ESG) investing and socially responsible investing (SRI) are both viable strategies to grow your wealth in a way that aligns with your personal values. Before you get started with either approach, it’s important to understand ...
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Topics: Investment News

9 Questions To Ask Financial Advisors In A First Meeting

Posted by Billy Hufnell on March 18, 2021
You need to be able to completely trust your financial advisor and feel comfortable asking any questions that are on your mind. This trust will give you peace of mind that they’re proactively managing your money—and with an expert eye—in a way that suits your ...
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Topics: Financial Planning

What Are The Pros And Cons Of Wealth Management?

Posted by Jim Kantowski, CFP®, CPA on March 11, 2021
There’s no one-size-fits-all approach to wealth management—so finding the right financial firm to manage your money can take time. However, understanding the pros and cons of wealth management and knowing what to look for—and avoid—in a financial firm as you ...
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Topics: Financial Planning

Financial Planning For Lawyers: What You Should Know

Posted by Lyn Dippel, JD, CFP® on February 25, 2021
Attorneys face unique financial planning challenges for a variety of reasons, such as their typical savings and income levels, insurance requirements, and more. This is why it’s essential to understand the key factors that financial planning for lawyers must ...
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Topics: Financial Planning

ESG Wealth Management: What Does The Future Hold?

Posted by Lyn Dippel, JD, CFP® on February 23, 2021
The factors that drive investment decisions can be deeply personal. For example, you may choose to only invest your wealth in companies with strong environmental, social, and governance (ESG) commitments and practices that align with moral stances you hold or ...
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Topics: Investment News

Wealth Management And Tax Planning: How It All Works

Posted by Jim Kantowski, CFP®, CPA on February 18, 2021
Tax planning is an integral part of the ongoing wealth management process for several reasons. When you work with a financial firm that combines wealth management and tax planning expertise, you have the opportunity to reduce your tax bill, increase your wealth ...
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Topics: Investment News

3 High Net Worth Investing Strategies

Posted by Dan Ebinger on February 11, 2021
As a high net worth individual, you may face unique challenges when it comes to investing, regardless of whether your assets are liquid (such as stocks and bonds) or non-liquid (such as residential or commercial real estate). This is why it’s important to work ...
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Topics: Investment News

The Pros & Cons Of Socially Responsible Investing

Posted by Lyn Dippel, JD, CFP® on February 08, 2021
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