Recent Articles
Managing Concentrated Positions
Many investors accumulate large amounts of wealth by investing in a single company, whether that be from executive compensation, inheritance,…
Planning Strategies for Market Volatility
When markets are down, it is easy to panic and question your investment strategy. While markets have bounced back in…
Planning for Medical Costs in Retirement
Healthcare continues to be one of the largest expenses in retirement. While many other types of expenses tend to fall…
How Do Financial Advisors Add Value?
What is the role of a financial advisor? The landscape of financial services and advice has changed dramatically over the…
The DNA of a Successful Client
Every Monday at 9 AM, we gather to discuss feedback we're hearing both internally and externally. Often it is full…
Your Year-End Checklist
Set yourself up for success in 2021 2020 has been an unprecedented year that has left many investors feeling cautious…
Charitable Giving in a Time of Crisis
The global coronavirus pandemic has created unprecedented challenges for our families and communities. Many are wondering how we can make…
How to Avoid Coronavirus Scams
In a time of increasing uncertainty, cybercriminals are looking to take advantage of individuals looking for information regarding COVID-19. Cybersecurity…
Things to Remember in a Bear Market
Volatile and declining market conditions can cause panic and anxiety for investors. Remember as we go forward: these dips are…
Common IRA Questions Answered for Retirees
This informative session is a must-listen for owners of IRAs who are heading into retirement. Jeff Otis and Katie Vercio…
SECURE Act 2019 Summary
The SECURE Act of 2019 brings the second major Congressional action for tax and retirement reform in 24 months. These…
Retirement Planning Tips for Entrepreneurs
Entrepreneurs are often so dedicated to growing their businesses, it is easy to not focus on their own financial future.…