May172022

Financial Advisers Can Provide Valuable Insight for Second Marriage Estate Planning

Case Study, Divorce/Loss of Spouse, Estate, Family Finances, Featured

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.

Dec72021

It’s Ill-Advised to Count on an Inheritance to Fund Your Retirement

Case Study, Estate, Family Finances, Featured, Personal Finance, Retirement

Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Senior Financial Planner Josh Weidie, CWS®, to discuss a common fallacy among investors—that they can rely on an inheritance to fund their retirement. They discuss the average inheritance and some of the many ways an it could be significantly reduced before passing to the heirs.

Nov22021

Establishing a Legacy of Giving Through Donor-Advised Funds and Family Foundations

Case Study, Charitable Giving, Estate, Featured, Personal Finance, Tax

Chief Investment Officer Troy Harmon, CFA, CVA, Managing Associate D.J. Barker, CWS®, and Senior Financial Planner Giuliana Barbagelata, CFP®, take a closer look at donor-advised funds and family foundations for significant charitable giving. They compare the two in terms of ongoing fees, donor control, and tax benefits.

Oct182021

Our Three Cents — Team Spirit

Business Exit Planning, Business Owner/Self Employed, Estate, Video

In this episode of “Our Three Cents – Exit Planning Strategies” podcast,, we discuss the importance of assembling a team of experts to help you in your business transition. To achieve maximum value from selling a business you will need help to organize your sale offering, prepare financial and other documents that buyers require, and complete the legal papers that protect you, your business, and your buyer.

Sep142021

Trusted Persons to Help with Financial Responsibilities as You Age

Aging/Caring for Aging Parents, Case Study, Estate, Family Finances, Featured, Personal Finance

This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Associate Peter Lynch to discuss the importance of having fiduciaries or trusted contacts for senior investors to help ensure these potentially vulnerable investors are not being exploited. Peter explains the different types of powers of attorney and when they are applicable.