Financial Planning Planning for Long-Term Care Needs May 10, 2024 - Understand the critical aspects of long-term care planning, from assessing costs and insurance options to managing care through various types of policies, ensuring quality of life and financial security as you age.
Economic & Market Update Weekly Investment Perspectives Ben Pace Christian Thwaites James Lebenthal Amy Lange | May 6, 2024
Economic & Market Update May 2024 Economic & Market Outlook Ben Pace James Lebenthal Christian Thwaites Amy Lange | May 3, 2024
Retirement Planning How to Become a Snowbird in Retirement – 7 Tips to Help You Prepare April 10, 2024 - Transitioning into a snowbird lifestyle during retirement requires planning and readiness. Explore invaluable tips to help you prepare.
Estate Planning The Sunset is Not Worth Waiting For April 5, 2024 - Estate Tax Planning Strategies in 2024: Learn about strategies to navigate estate taxes before changes take effect in 2026. Options include Spousal Lifetime Access Trusts (SLATs), Dynasty Trusts, Annual Gifting, Grantor Retained Annuity Trusts (GRATs), Sale to an Intentionally Defective Grantor Trusts (IDGTs), Charitable Remainder Trusts (CRTs), and Qualified Personal Residence Trusts (QPRTs).
Economic & Market Update First Quarter 2024 Review & Forecast April 4, 2024 - Reflecting on the first quarter of 2024 reveals a landscape of economic resilience, characterized by modest growth, ongoing inflation challenges, and anticipation of future rate cuts. Explore insights and projections in our First Quarter 2024 Review & Forecast.
Economic & Market Update March 2024 Economic & Market Outlook March 5, 2024 — Explore our March 2024 Economic and Market Outlook, where we analyze the current state of the global economy and financial markets. We cover key topics such as the slight slowdown in the U.S. economy, inflation rates, the performance of global economies, evolving monetary policies, bond market dynamics, equity market trends, and the implications for commodities and currencies.
Strategic Planning Mapping the Succession Odyssey: Time, Talent, and Treasure as Your Strategic Guide March 4, 2024 — In ‘The 3 T’s of Practice Transition’, financial advisors who are also business owners can explore the complexities of transitioning their practice, focusing on managing talent, valuing time, and preserving their firm’s treasure.
Investing Opportunity Zones February 20, 2024 — Explore the evolving landscape of Opportunity Zones and how the proposed legislation could extend the benefits and reporting requirements for investors using Qualified Opportunity Funds for tax advantages and estate planning.
Economic & Market Update February 2024 Economic & Market Outlook February 2, 2024 — The U.S. economy’s resilience is evident with Q4 GDP growth at 3.3%, and while growth is set to slow, expectations are for sustained economic expansion. With inflation pressures easing, central banks may pivot, impacting bond and equity markets favorably.
Financial Planning Financial Planning for the Law Firm Partner January 31, 2024 — Navigating the financial landscape as a law firm partner requires tailored planning across multiple areas, including cash flow, taxation, investment strategies, and retirement planning, to ensure long-term success and security.
Estate Planning 2024 Gift, Estate, and GST Tax ChangesPartner Paul Chmielewski highlights the gift, estate and GST tax changes for 2024.
Investing 5 Things to Do in a Down MarketVolatile markets can shake the confidence of even the most committed long-term investors. Starting with a comprehensive financial plan, understanding just how much risk you…
Charitable Giving A Guide to Charitable Gifting OptionsDiscover the power of purposeful giving with our guide on current charitable gifting options. Explore Private Foundations, Charitable Remainder Trusts, and Donor Advised Funds to…
