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Insights

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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An April Air Pocket – No Fun, But Normal and Perhaps Even Healthy

May 6, 2024
Read time: 11 minutes “ Some things are believed because they are demonstrably true. But many other things...
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Executive Compensation: How to Get the Best Package for You

May 2, 2024
Read time: 5 minutes Are you being paid what you’re worth? If you’re a top executive, it might...
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Should You Take Social Security Early and Invest Your Checks?

May 2, 2024
Read time: 5 minutes What’s the best way to maximize your Social Security benefit? While the answer may...
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Estate Planning in a Digital World

May 2, 2024
Read time: 3 minutes When you meet with an estate planning attorney, you may be focused on creating...
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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

#149

Mitigating Concentration Risk

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December 12, 2024
#148

Fixed Income Explained

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November 14, 2024
#147

Scary Financial Mistakes to Avoid

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October 31, 2024
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