News and Commentary

What’s in the Second Round of COVID-19 Relief for High-Net-Worth Business Owners? By Robert Mark Weiss, CFA

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Posted on January 14, 2021 by Robert Weiss

The Consolidated Appropriations Act of 2021, signed into law on Dec. 27, 2020, provides a second round of economic relief to individuals, businesses and nonprofits that continue to struggle in the wake of the COVID-19 pandemic. While the law was written to support those in the most dire circumstances, it provides several generous benefits to […]

Market Update January 2021 By By Todd A. Moll, CFP®, CFA

Posted on January 13, 2021

The results of Tuesday’s Georgia Senate election came as a small surprise, defying predictions that called for at least one Republican candidate to prevail. With two newly elected Democrats joining the Senate, we now must attempt to determine the direction of the markets and the economy under the “Blue Wave” and more left-leaning policy initiatives. […]

How Can Swap Powers Preserve Wealth for Future Generations? By Eric P. Zeitlin

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Posted on January 06, 2021 by Eric Zeitlin

Swap powers within intentionally defective grantor trusts (IDGTs) are critical estate planning tools that may help you improve tax efficiency today while allowing you to preserve wealth for generations to come. An IDGT is an irrevocable trust that you, the grantor, can create during life to pass assets and wealth to your named beneficiaries outside […]

A Fair Inheritance is in the Eye of the Beholder By Lee F. Hediger

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Posted on December 16, 2020 by Lee Hediger

Leaving behind a lasting legacy and providing for surviving family members in the event of an individual’s death or disability takes time, patience and consideration of a broad range of non- financial issues. While there are times when an unequal division of property among heirs is preferable, consideration should be given not only to how […]

Maintaining the Power of your Power of Attorney By Brendan T. Hayes

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Posted on December 09, 2020 by Brendan Hayes

A power of attorney is a legal document in which you grant to someone else the authority to oversee your financial affairs and make prudent decisions on your behalf if and when you are unable to do so on your own. Those decisions could be as mundane as paying household bills during a temporary period […]

What is Asset Diversification and Why is it Important? by Olga Ismail

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Posted on December 09, 2020 by Olga Ismail

Asset diversification is an investment strategy that is designed to help investors minimize their exposure to market volatility while attempting to maximize their opportunities for high returns over the long term. While diversifying assets does not guarantee any investment objective will be met, spreading out investable dollars over a diverse mix of stocks, bonds, cash […]

Relatable Finance Podcast Episode 65 – Infrastructure and the Economy

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Posted on December 08, 2020 by Joseph Karl

In this episode the relatable finance guys discuss infrastructure, what’s included in this investing class and how it impacts the economy.     Investing in commodities is generally considered speculative because of the significant potential for investment loss. Their markets are likely to be volatile and there may be sharp price fluctuations, even during periods […]

Estate Tax Planning Numbers to Know in 2021 By Todd A. Moll, CFP®, CFA

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Posted on December 03, 2020 by Todd Moll

Developing a sound estate plan while you are healthy can go a long way toward saving your estate and family members from significant tax liabilities after you pass away. However, estate planning is not a one-and-done activity. Rather, it is an on-going process that requires frequent review and modifications based on changes to both your […]

IRS Sets Retirement Plan Contribution, Eligibility Limits for 2021 By Sean Deviney, CFP®

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Posted on December 02, 2020 by Sean Deviney

The IRS has released its cost-of-living adjustments to the limits on retirement plan  contributions for 2021, and the reviews are mixed. While more individuals qualify to make tax deductible contributions to IRAs in 2021, the dollar limit on those and other qualified retirement account contributions remain unchanged from 2020. Employer-Sponsored Retirement Plans  Workers who participate […]

Social Security Announces Cost of Living Adjustment for 2021 by Lee F. Hediger

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Posted on November 25, 2020 by Lee Hediger

The Social Security Administration recently announced a 1.3 percent cost-of-living adjustment (COLA) to the benefits it will pay in 2021 to more than 70 million senior citizens and special needs children and adults eligible for Supplemental Security Income (SSI). This modest increase, down from a 1.4 percent adjustment for 2020, marks the second-lowest COLA ever […]

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