Director of Investments Jacob Keen, CFA, is joined by Managing Associate Melanie Wells, CFP®, and Tax Manager Jessie Thomas, CPA, to explore the planning opportunities that may be on the horizon with the sunsetting provisions from the Tax Cuts and Jobs Act, a new presidential administration and Congress.
Research Analyst Nick Antonucci, CVA, CEPA is joined by Managing Associate D.J. Barker, CWS®, and Associate Josh Weidie, CFP®, CWS® to advise a couple preparing for one spouse to die. They cover the importance of using a records organizer, titling accounts, Powers of Attorney, and including the spouse in meetings with their trusted advisers.
Research Analyst Jacob Keen, CFA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Senior Financial Planner Jacob Pritchard, CFP®, in a discussion about investors who have nearly 70% of their portfolio in money markets and other cash equivalents. They discuss locking in returns with bonds and how we would apply the Ten Year Rule to their situation.
Research Analyst Nick Antonucci, CVA, CEPA, Managing Associate K.C. Smith, CFP®, CEPA, and Senior Financial Planner Molly Remeika, CFP®, discuss making informed decisions about what, when, and how much to sell from your portfolio, including key strategies for maximizing income, managing risk, and avoiding tax pitfalls.
Research Analyst Jacob Keen, CFA, is joined by Managing Associate D.J. Barker, CWS®, and Senior Financial Planner Billy Collins, EA, to explain some common-sense financial lessons, simple principles that every investor should know but often overlook, especially during times of market volatility or excitement.
On the road to retirement, people often make several common mistakes that can hinder their financial security and overall retirement experience. Research Analyst Jacob Keen, CFA, Senior Associate Michael Griffin, CFP®, and Associate Peter Lynch delve into some potential hazards investors may want to watch out for.
Research Analyst Nick Antonucci, CVA, CEPA is joined by Senior Associate Michael Griffin, CFP®, and Associate Clay Norman, CFP®, to provide recommendations for a couple who don’t need the funds from their required minimum distributions to pay living expenses. They discuss charitable contributions, Roth conversions, and reinvestment options.
Research Analyst Jacob Keen, CFA, Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Peter Lynch discuss a couple who want to increase their investment in real estate in retirement, as they see their rental units providing a positive cash flow.
Managing Associate D.J. Barker, CWS®, and Senior Associate Logan Daniel, CFP®, CRPC®, are joined by Research Analyst Nick Antonucci, CVA, CEPA, to explore a situation of an investor whose wealth is tied up in illiquid assets like real estate, fine art, or jewelry. They discuss how these assets may be hard to sell quickly if funds are needed and how to diversify to increase liquidity.
Research Analyst Nick Antonucci, CVA, CEPA, Managing Associate K.C. Smith, CFP®, CEPA, and Associate Josh Weidie, CFP®, CWS®, discuss an investor with a significant retirement balance in his company’s stock. They cover when the net unrealized appreciation strategy may be applicable.
