News and Commentary

What is Tax-Loss Harvesting and How is it Impacted by Tax Reform? by Todd A. Moll, CFP, CFA

Posted October 17, 2018

While investors welcome market gains, they should not overlook the substantial tax liabilities their positive performing investments may incur when the time comes to sell. Under tax reform, investors are subject to capital gains tax as high as 37 percent, when they sell non-retirement investments, real estate or other appreciating assets. However, it is possible […]

Why You Might Consider a Divorce in 2018 by Scott Montgomery, CLU, ChFC

Posted October 10, 2018

The Tax Cuts and Jobs Act (TCJA) reforms the U.S. tax code and turns traditional estate planning for couples on its head by changing the way the IRS will treat alimony payments between divorcing couples beginning on Jan. 1, 2019. Under current law, payments of spousal support are deductible by the payer and taxable as […]

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

Posted October 4, 2018

Asset diversification is an investment strategy that helps 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 and other assets […]

Financial Tips when Walking Down the Aisle a Second Time by Kathleen Marteney, CRPC

Posted September 25, 2018

According to the Pew Research Institute, first-time marriages are on the decline while a growing number of unions involve a spouse who said “I do” at least once before. When individuals enter into second or third marriages, they are more likely to have children from a prior marriage as well as a retirement nest egg, […]

You’re Never too Young to Begin Estate Planning by Jamel Gordon, CFP

Posted September 19, 2018

Planning for retirement is often the last thing recent college graduates will think about upon entering the job market and earning a steady income. However, there is no minimum age for individuals to start thinking about saving for the future, whether it is for the purchase of a new car or home, to support a […]

Think Before You Click to Protect Yourself from Identity Theft by Eric P. Zeitlin

Posted September 11, 2018

Hardly a week goes by without news of another data breach or similar situation in which individuals’ personally identifiable information is exposed. Even some of the most well-known and respected brands, including Equifax, Target, Sony and FaceBook, have been targets of attacks. As criminals get more creative in the ways in which they commit these […]

Tips to Help Protect your Marriage from Financial Infidelity by Kathleen Marteney, CRPC

Posted September 7, 2018

If you think that the only form of cheating in a marriage happens in the bedroom, you would be wrong. In fact, a growing number of marriages are suffering the damaging effects of financial infidelity in which a spouse intentionally lies about and/or hides assets or other financial information from his or her betrothed. Both […]

It is Time for a Financial Checkup? by Scott Montgomery, CLU, ChFC

Posted August 29, 2018

As if the new tax laws that went into effect in January 2018 were not enough to jolt investors to review their estate plans, the recent market swings and continued political uncertainty should be a final warning bell that investors should take action. Mitigating risks and preparing portfolios and estate plans for whatever the future […]

  1. Pages:
  2. 1
  3. 2
  4. 3
  5. 4
  6. 5