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Insights

How an ILIT Can Help Protect Your Family’s Wealth

July 5, 2024
Read time: 4 minutes Life insurance is a powerful tool for estate planning: It provides a means to...
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Getting Paid for Uncertainty: The Case for Bonds

July 4, 2024
Read time: 5 minutes Bonds have taken investors on a wild ride since the Federal Reserve acknowledged that...
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Long-Term Care Insurance: Rider or Stand-Alone Policy?

July 1, 2024
Read time: 4 minutes It’s not easy to think about becoming so ill you can no longer take...
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In 2024, Should You Rent or Buy Your Home?

In 2024, Should You Rent or Buy Your Home?

June 13, 2024
Should I rent or buy my home? On this episode, we’ll dive into several studies and look at your...
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Estate Planning: A Critical Consideration for Divorcees

June 10, 2024
Read time: 4 minutes Divorce is often emotionally and mentally draining, as parting couples experience anger and disappointment...
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A Merry May on the Heels of an Awful April. The Merits of Staying Measured.

June 7, 2024
Read time: 11 minutes “It’s the economy, stupid!” —Slogan coined by James Carville, well-known campaign strategist, and...
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Good News on a Tough Choice: Saving for Retirement vs. Repaying Student Loans

June 6, 2024
Read time: 5 minutes Young, college-educated professionals often face a financial dilemma: They’d like to contribute as much...
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Midyear Update: Worker Productivity and Labor Force Expansion

June 3, 2024
Read time: 7 minutes With this month’s commentary, I return to the economy. Growth is continuing, but the...
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Long-Term Capital Gains Tax Strategies

May 31, 2024
Read time: 5 minutes When you meet with your advisor and tax professional to review your wealth plan,...
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Three Strategies for Tax-Efficient Investing

May 30, 2024
Read time: 6 minutes Developing and managing a comprehensive, adaptable investment strategy is challenging enough on its own....
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Year-Round Tax Planning

Year-Round Tax Planning

May 16, 2024
Tax season may be over, but that doesn’t mean we’re done with tax planning. Jennifer Kohlbacher , director of...
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Private Credit Markets – A Growing Force

May 6, 2024
Read time: 9 minutes In the 1980s Michael Milken and Drexel Burnham effectively created a new debt market:...
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Podcasts

Your Life Simplified

We can help you take the complex and make it simple. Our podcast hosts Mike and Valerie share need-to-know insights about finances and wealth.

LATEST EPISODES

#148

Fixed Income Explained

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November 14, 2024
#147

Scary Financial Mistakes to Avoid

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October 31, 2024
#146

2025 Estate Tax Exemption

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October 17, 2024
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