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Quarterly Market Review - Q2 2021

Posted by Jim Kantowski, CFP®, CPA on July 21, 2021
Despite the bombardment of news regarding rising inflation, equity markets around the globe posted positive returns in the second quarter. Looking at broad market indices:
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Topics: Investment News

Quarterly Market Review - Q1 2021

Posted by Jim Kantowski, CFP®, CPA on April 20, 2021
Despite periodic bouts of volatility, global stocks rallied in March, capping off a strong first quarter. Improving economic outlooks, largely due to the expanding availability of COVID -19 vaccines, provided a supportive backdrop for global equities. ...
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Topics: Investment News

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

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

SRI, ESG & Impact Investing For Women: Understanding Your Options

Posted by Lyn Dippel, JD, CFP® on February 05, 2021
Nowadays, what constitutes a “wise” investment isn’t necessarily the same for everyone. The basic principles of investing will always apply across the board—understanding your tolerance for risk, knowing your timeline, evaluating stocks using standard performance ...
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Topics: Investment News

Maximizing Social Security Benefits for Married Couples

Posted by Jim Kantowski, CFP®, CPA on January 19, 2021
Knowing how to maximize Social Security benefits for a married couple is an essential part of financial planning, especially because it can help you receive more benefits, pass along a greater amount of assets to your heirs, or reduce your taxes if you play your ...
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Topics: Investment News

A Look Back at 2020 - Q4 and Annual Market Review

Posted by Jim Kantowski, CFP®, CPA on January 18, 2021
The year 2020 proved to be one of the most tumultuous in modern history, marked by a number of developments that were historically unprecedented. But the year also demonstrated the resilience of people, institutions, and financial ...
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Topics: Investment News