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A Closer Look At Election Years
2020 is off to a roaring start, picking up right where 2019 left off. Many investors are eyeing the upcoming presidential election as an impending storm for the stock market. In the four-year presidential cycle, pre-election years have tended to be the strongest for stocks, as sitting presidents have taken measures to boost the economy ... A Closer Look At Election Years
Redefining Retirement: Take Our Free Assessment
As a wealth management firm, our objective is to not only help clients reach their goals, but also define those goals as well. For instance, if one of your goals is to retire at age 62, we could not help you actually achieve that goal unless we know what “retirement” means to you. Often that ... Redefining Retirement: Take Our Free Assessment
Paying the Bills: Potential Sources of Retirement Income
Planning your retirement income is like putting together a puzzle with many different pieces. One of the first steps in the process is to identify all potential income sources and estimate how much you can expect each one to provide. Social Security According to the Social Security Administration (SSA), nearly 9 of 10 people aged ... Paying the Bills: Potential Sources of Retirement Income
What Mideast Escalation Means for Markets
The U.S. airstrike that killed the top Iranian military commander last week was a major escalation in Mideast tensions. In fact, it would be difficult to overstate the geopolitical significance of this action. Iran likely will retaliate, possibly with attacks on American military personnel overseas. We cannot dismiss the risk that the situation may escalate ... What Mideast Escalation Means for Markets
Key Estate Planning Documents You Need
There are five estate planning documents you may need, regardless of your age, health, or wealth: 1. Durable power of attorney 2. Advance medical directives 3. Will 4. Letter of instruction 5. Living trust The last document, a living trust, isn’t always necessary, but it’s included here because it’s a vital component of many estate ... Key Estate Planning Documents You Need
How Charitable Giving Can Benefit Donors
Kelly and Bob regularly set aside a small portion of their budget for charitable donations. In addition to feeling good about supporting a number of worthy causes, they’ve been able to deduct the value of their charitable gifts from their Federal income tax return. Now, the couple thinks it is time to make a larger ... How Charitable Giving Can Benefit Donors
Top 10 Key Provisions of the SECURE Act
Setting Every Community Up for Retirement Enhancement (SECURE) Act As Enacted on December 20, 2019 · Prepared for LPL by Davis & Harman LLP Top 10 Key Provisions 1. Open Multiple Employer Plans / Pooled Employer Plans – The SECURE Act allows unrelated small employers to band together in “open” 401(k) multiple-employer plans (MEPs; also ... Top 10 Key Provisions of the SECURE Act
5 Ways to Maximize the Value of Your Business
We know how much time, effort, and dedication it takes to create a successful business. At the end of the day, you want to know how to maximize the value of your business in order to meet your personal financial goals. It’s never too early to begin thinking about exit and the ways you can ... 5 Ways to Maximize the Value of Your Business
How We Provide Advice: A 150-Point Inspection
One of the most common questions we’ve heard from prospective clients over the years is “If I become a client how will you help me?” It’s a good question and reveals the fact that it can be very hard to understand the services that a comprehensive wealth advisor will provide or the process they will ... How We Provide Advice: A 150-Point Inspection
Redefining Legacy: It’s Not Just What You Leave Behind
If we’re fortunate enough, there comes a point in our lives when we begin thinking less about the things we are doing today and more about the things we want to leave behind. The idea of creating a meaningful and enduring legacy is a powerful one. A legacy isn’t merely a financial arrangement that comes ... Redefining Legacy: It’s Not Just What You Leave Behind
A New Tool for Business Owners: The Buyout Barometer™
The best financial advice always originates from good questions. Conversely, missed opportunities and poor advice often stems from conversations that never happened because the right questions were never asked. We’ve developed a new tool for business owners called the Buyout Barometer™ that is intended to prompt the types of questions that are crucial to consider, ... A New Tool for Business Owners: The Buyout Barometer™
Employee Spotlight: Meet the Team Member (Danielle Berz)
This is the latest in a continuing series of posts where we feature a member of our team using a Q&A format so you can get to know them a little better – both personally and professionally. This week we’ll be interviewing Danielle Berz, who joined Brown and Company in April 2013 as a Client ... Employee Spotlight: Meet the Team Member (Danielle Berz)