News and Commentary

2020 Third-Quarter Market Update and Outlook by Joseph Karl, CFA

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Posted on August 13, 2020 by Joseph Karl

The first half of 2020 has been unprecedented with the global spread of the COVID-19 virus. The pandemic and the response of world leaders to contain the virus abruptly ended the longest economic expansion in U.S. history with the quickest and most severe deterioration in economic conditions in almost 75 years. The ultimate financial impact […]

Families Without Children Need Estate Planning Too by Brendan T. Hayes

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Posted on July 29, 2020 by Brendan Hayes

The once idealized picture-perfect family of two parents and two-and-a-half children has faded, as a growing number of married couples choose to live child-free. According to the U.S. Census Bureau, the number of married couples without children has doubled over the past 45 years and is expected to continue on an upward trend.  Despite the absence […]

4 Critical Actions to Help Recession-Proof Your Finances by Jamel Gordon, CFP

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Posted on July 15, 2020 by Jamel Gordon

The number of confirmed coronavirus cases in the U.S. surpassed 2.5 million on June 29, causing many states to roll back their reopening plans and putting added economic pressure on already stressed business owners and individual investors. While the long-term financial impact of the COVID-19 health crisis is unknown, we can look to prior economic […]

RMDs Taken in 2020 Can Be Paid Back to Retirement Plans by the End of August by Robert Mark Weiss, CFA

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Posted on July 02, 2020 by Robert Weiss

Senior citizens required to take annual distributions from their IRAs, 401(k) plans and 403(b) retirement accounts have several alternative options in 2020. The CARES Act, which provides various forms of relief to individuals suffering the financial consequences of COVID-19, allows seniors to waive their RMDs for this year or payback to their retirement plans any […]

Wealth Planning Opportunities that Leverage Today’s Low-Interest Rates by Eric P. Zeitlin

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Posted on May 28, 2020 by Eric Zeitlin

Significant declines in key economic indicators during the COVID-19 pandemic have encouraged the Federal Reserve to maintain its aggressive monetary policy, keeping benchmark interest rates near zero. Despite the financial fallout and future uncertainty created by the coronavirus, high-net-worth individuals should consider these periods of low-interest rates to be prime time for implementing certain estate-planning […]

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