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Retirement Planning: What Are You Waiting For?

By Jake Bleicher, Equity Analyst, CFA®

Almost half of households near retirement have nothing saved, and that’s a big problem. I believe the biggest headwind is merely getting started: saving money is hard to do. Read more

retirement security

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Future Funding of Social Security Is A Pivotal Piece To Retirement Security

By Jamie Hopkins

You’ve probably heard of the three-legged retirement savings “stool.” The idea is that a quality savings plan for retirement starts with having three aspects of saving: personal savings, employer retirement savings and government-provided benefits. Read more

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Regular Exercise Linked to Success in Life

It should be no surprise to hear that exercise is the cornerstone of a healthy lifestyle. With the help of a balanced diet, exercise can help you achieve personal fitness goals, whether you want to lose those extra pounds before swimsuit season or get the six-pack abs you’ve always wanted. But, the list of positive benefits doesn’t stop with physical fitness.

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Took Their Ball and Went Home: Staying in Play with Job-Creators

Valentine’s Day was tough on New Yorkers who hoped to benefit from the more than 20,000 new jobs from Amazon’s move there (not to mention all the additional jobs from construction and supporting the new employees). Read more

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Tax Cuts and Jobs Act Changed Things More Than You Realize

The Tax Cuts and Jobs Act made a lot of changes. It was the single largest tax reform bill in nearly 30 years. However, the impact of the TCJA might be a lot broader than most realize. Almost every small business owner in the country is impacted by a new tax deduction called 199A. Read more

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Digital Assets – You Already Own Some, Whether You Know What They Are Or Not

By Jamie Hopkins

Recently I gave a presentation to a large group, over 300 in attendance. I asked the group, “How many of you own a digital currency?” Only about three or four hands went up. I was shocked. Read more

year end planning

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7 Year-End Planning Tips from a Wealth Planner

Published by Mark Petersen, Vice President Affluent Wealth Planning

The holidays are upon us, so that must mean it’s time for year-end income tax planning, right? In the past, I would have said yes, but that changed 12 months ago when the Tax Cuts and Jobs Act (TCJA) of 2017 was passed. Read more

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Be Careful When You Dream of a White Christmas!

By Robert O. Graves, CFP® CERTIFIED FINANCIAL PLANNER™

As we approach the Christmas holiday, I have been thinking about past Christmas experiences and one sticks out in my mind.  Years ago, my family was lamenting about never having the experience of a white Christmas.  They’ve never had a Christmas where they’d wake up in the morning with the front and back yard covered in snow.  I remembered my childhood growing up on the East Coast and told them how magical that is.  They said, “Well, why don’t we do it?”  I replied, “Well, that means getting on a plane, going back east.”  They said, “Yes, let’s do that!”

So we set it up.  We’re going to have a Graves family reunion in Buffalo, New York.  We planned it for a week before Christmas, and everybody from the West Coast got on the plane.  My wife, Sandy and I, my sons, Steven and Brian their families all flew to Buffalo, New York.  We didn’t know at the time how white this Christmas reunion would be!

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The 4 Pitfalls of No Plan

There are some things in life you just can’t plan for: an unexpected illness, job loss, death of spouse, disability…While these major events can impact your life, having an effective game plan can help ensure that it doesn’t ruin your financial well-being. Read more

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Improving The Traditionally Allocated Portfolio

Published by Tyler Schlumpf

We’re going to introduce a few mathematical concepts in this article that are crucial to building a portfolio. For those that are already moving their cursor up to the X in the right hand corner, just stick with it! These concepts, whether we choose to learn them or not, have a significant impact on the way we combine investments and are important to understand as we discuss portfolio construction. Read more