News and Commentary

Potential Tax Efficiency through Private Placement Life Insurance By Eric P. Zeitlin

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Posted on November 24, 2022 by Eric Zeitlin

The threat of tax increases and a reduction to the federal estate tax exemption is something high-net-worth families must always take into consideration when planning for wealth preservation. One strategy investors and family offices are increasingly relying on to prepare for an eventual shift in tax policy is private placement life insurance (PPLI). The traditional […]

Why your Insurance Policies Need Regular Check-Ups By Scott Montgomery

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Posted on November 16, 2022 by Scott Montgomery

Just as annual medical check-ups help you maintain proper health, regular insurance plan reviews can provide invaluable benefits. Evaluating current insurance policies once a year or every two years can help to ensure your policies keep up with your changing circumstances and may even result in re-rated and reduced premiums. Too often, individuals purchase insurance […]

7 Year-End Strategies for Retirement Savers By Kathleen Marteney, CRPC®

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Posted on November 10, 2022 by Kathleen Marteney

Thanksgiving is in the rearview mirror and another year is quickly coming to an end, leaving investors with a limited amount of time to maximize their retirement savings in the most tax efficient manner. Following are some steps to consider taking before Dec. 31. Max out your contribution to a workplace 401(k) retirement plan. For 2022, […]

Relatable Finance Podcast Episode 113: Pursuit of Happiness

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Posted on November 08, 2022 by

In this episode, the relatable finance guys look at studies that tie rising income to increased happiness but only to a certain income threshold. They then give six financial tips you can use to improve your financial lives.

Financial Advisors May Help Investors Achieve Tax Alpha By Joseph Karl, CFA

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Posted on October 26, 2022 by Joseph Karl

It’s no secret that taxes can take one of the biggest bites out of your investment returns. Consequently, it’s important to thoroughly analyze the short- and long-term tax implications of your investment decisions with an eye toward achieving tax alpha, or the added value that comes from implementing strategies that effectively reduce tax burdens on […]

Relatable Finance Podcast Epsiode 112: Impact of Fed Rate Hikes on the Global Economy

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Posted on October 25, 2022 by

The Fed has been pulling away much of the stimulus provided during the pandemic in an effort to help quell inflationary pressures. While these efforts will slow the U.S. economy, they also create challenges for international economies given the dollar role as the worlds reserve currency. In this episode, the finance guys explore some of […]

UPDATED The Reality of Investing: A Look into Behavioral Finance By Shane Phillips, CFA, CAIA, CFP ®

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Posted on October 04, 2022 by Shane Phillips

Most versions of economic theory assume humans are rational beings who will make the best decisions given the facts of their current circumstances. Unfortunately, theory is not reality. People commonly make financial decisions based on irrational and inefficient cognitive biases and other psychological factors that ultimately influence fluctuations in the public equity markets. To help […]

Relatable Finance Podcast Episode 110: Thoughts Around the Midterm Election

Posted on September 27, 2022

Midterm elections have an impact on the economy and policy going forward, they can also have an impact on market returns. In this episode, the relatable finance guys go over some of the factors impacting the environment and what could be in store as we head into election day.

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