Financial Advisers Can Provide Valuable Insight for Second Marriage Estate Planning
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Financial Planner Giuliana Barbagelata, CFP®, to discuss what aspects to consider when developing an estate plan for a second marriage that involves children from a previous marriage. While it requires an estate planning attorney to prepare the wills and trusts, the experts discuss all the groundwork financial planners put into making an estate plan work.
May 2022 Market Minute: Shanghai Lockdowns, Housing Market, Jobs
For May, our Research Analysts are looking for any signs reprieve to the global supply chain and the Shanghai lockdowns, how interest rates are affecting affordability in the housing market, and any signs of stress in the jobs market.