George Hosfield, CFA, discusses Ferguson Wellman's quarterly strategy titled, "Inflation's Flame Flickers," which addresses the narrow market leadership, the impact of higher interest rates on inflation and how assets are priced at this stage of the economic cycle.
George Hosfield, CFA, discusses the firm's quarterly strategy titled "Stalemate," which highlights the Fed's ongoing battle to tame inflation along with our views on the health of the banking industry and capital market expectations for the balance of the year.
Director and Chief Investment Officer George Hosfield, CFA, discusses the Fed raising interest rates, peaking inflation and our view on equities and volatility across all asset classes in our Investment Strategy titled, “Balancing Act.”
The start of the new year brings to mind resolutions and goal setting, but when it comes to your finances it may seem hard to know if you're on track. Financial planning with Wealth Horizon™ provides clarity and a path to success.
Our Wealth Management Insights publication for the first quarter of 2021 is titled, “Planning for the Future.”
It has been a wild ride of politics, pandemics, and social unrest. As 2020 draws to a close, it’s time to review some typical year-end wealth planning reminders as well as ones that are unique to this year.
There are several planning opportunities for charitable giving with the remaining days in 2020 which can also be tax-savvy moves.
Samantha Pahlow, CTFA, AWMA, discusses the proposed tax changes that could affect clients’ tax planning for 2021.
“Where will I generate cash flow in today’s low interest rate environment?” This is a question that many retirees are now facing as they consider how to effectively manage their income in the current era of extremely low interest rates. One answer could be making a strategic decision about when to claim your Social Security benefits.
As we enter the fourth quarter of 2020, we face significantly different tax policy proposals from our presidential candidates. Developing a comprehensive gift, estate and income tax strategy in concert with your tax and legal advisors, but waiting until after the outcome of the election, may be prudent.
Whether enrolling in Medicare for the first time or preparing for the Medicare open-enrollment period, it pays to review plan options and choose the most appropriate coverage for your circumstances.
News of western wildfires are dominating the headlines. Many of us who thought we were not at risk of being evacuated from our homes now have a heightened awareness of how important it is to plan for the unexpected.
Values-based estate planning aligns the distribution of one’s assets with their personal beliefs. This article some examples of values that our clients have communicated over the years and how that is conveyed in their estate plan.
Video recording of our wealth management webinar, “The Known and Unknown,” which was presented on August 18, 2020.
Planning for the risk of unknown events is a key component of a solid financial plan. In the following video, Josh Frankel, CFP® addresses five ways to manage risk as well as long-term care and personal liability insurance considerations. The accompanying article includes fire safety resources and some tips on protecting yourself financially through fire and other losses.
Third Quarter 2020 Wealth Management Strategies: Planning for the Known and Unknown, by Mary Lago, CFP, CTFA.
The Coronavirus Aid Relief and Economic Security (CARES) Act waives required minimum distributions (RMDs) from retirement accounts for 2020.
On June 22, members of our wealth management team revisited timely strategies regarding retirement, charitable and estate planning.
With the COVID-19 pandemic creating slight confusion on what day it is, much less what month we are in, some of us may not have seen National 529 Day on our calendars.
With the onset of the COVID-19 pandemic, there seems to be a rush on clients seeking estate planning advice. There is certainly no replacement for personal advice from qualified counsel, but there are a few things you can do in the interim.
Executive Vice President, Mary Lago, CFP, CTFA, discusses strategies clients can employ for their long-term financial health.
