Team Feed
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By: Elaine Floyd, CFP® Back in the day, when full retirement age for Social Security was 65 and most people retired and claimed benefits then, Medicare basically took care of itself. Enrollment was automatic along…
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By: Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA The Ghost Rule and other important factors for non-person IRA beneficiaries. When advising beneficiaries of distribution options for their inherited IRAs and employer plans (retirement accounts),…
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Please note that May 26 is Memorial Day and our offices will be closed. Additionally, our offices will be closing early at 3:00 PM local time on Friday, May 23. Thank you for your patience and understanding…
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Chris Kamykowski, CFA, CFP® – Head of Investment Strategy and Research Howard Cosell’s immortal words during the January 1973 heavyweight championship fight between Joe Frazier and George Foreman are an apt – if not overly…
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Episode Transcript Kyle: This episode includes a book recommendation, which is intended to be helpful or interesting to the listener/reader of this podcast. The book is not intended to be a source of financial or…
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By Lynn M. Dunston, CFP®, EA, AEP®, CAP® Introduction Navigating the world of financial advising can be overwhelming, particularly when your wealth reaches a level where strategic planning is essential. Among the different types of…
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Monthly Observations Market “Liberates” Itself from Sharp Early Drawdown Investors faced enormous volatility early in the month as President’s Trump’s “Liberation Day” on April 2nd, throttled even the most skilled market pundits given the unexpected…
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Controlling the controllable and reducing the effects of the uncontrollable are prudent decisions for successful business owners. But how can you know which is which, and where can you go when confronted with a business…
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First quarter 2025 showed us a lot of volatility around trade policy and other changes made by the incoming Trump administration. This volatility continued – and accelerated – into Q2, with the announcement of Liberation…
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Planning for retirement isn’t just about saving—it’s about knowing what you’ll need. Estimating your retirement expenses is one of the most important steps in building a financial plan that supports your lifestyle, protects against uncertainty,…
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Hello everyone, welcome to Ask the CFP®. Today, we’re discussing a unique opportunity: converting a 529 plan to a Roth IRA. Thanks to the SECURE Act 2.0, you can now roll over unused 529 assets…
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By Lynn M. Dunston, CFP®, EA, AEP®, CAP® Introduction When managing significant wealth, the stakes are high. Individuals and families entrust their financial well-being—and often their legacies—to their chosen advisors. But how can you ensure…
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Avoiding these common mistakes can spare your family unnecessary stress Estate planning is essential for anyone who wants their assets and possessions to be passed along smoothly to their chosen heirs. Beyond money, it’s about…
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New “transaction verification” smishing campaign targeting clients with Schwab accounts Charles Schwab has identified a new twist on the “smishing” fraud threat which is being used by fraudsters hoping to capitalize on market volatility and…
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Managing Death Records and Addressing Fraud Concerns SSA’s death master file has been in the news lately, first in connection with DOGE’s “discovery” that there were 120-year-olds in the system who could not possibly still…
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Tim Side, CFA – Investment StrategistChris Kamykowski, CFA, CFP® – Head of Investment Strategy and Research It is a sort of cruel irony that as we approach the 100-day marker since President Trump’s inauguration and…
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Quick Market Update 2025 is shaping up to be a year of action. The question isn’t whether private markets will accelerate—it’s how fast. Investors are shifting from defense to offense, prioritizing quality assets, smart AI…
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Quarterly Letter “The stock market is a great device for transferring money from the impatient to the patient.” – Warren Buffett As we write this commentary in early April 2025, President Trump has…
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Episode Transcript Show Notes Dr. Ellis is a current client and was not provided with any compensation for her participation in this podcast. Kyle: Welcome to Wit, Wisdom, and What Matters Most. It’s a podcast with…
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Market volatility, as we’ve had in the beginning of 2025 and into Q2, is often cause for discomfort. While certain segments of domestic markets are still digesting policy changes coming out of the new presidential…
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Introduction When “decades happen in weeks”, even the past quarter’s events can seem like old news already. While this is a first quarter update, the seismic shock from President Trump’s tariff announcements on “Liberation Day”…
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MONTHLY OBSERVATIONS Diversification Benefits Shine During Another Tough Month for US Equities Policy uncertainty and recession risks were the key themes in March as investors looked ahead to “Liberation Day” on April 2nd. US stocks…
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This year, our founding partner, Diane Compardo has been honored with several prestigious awards.
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Tim Side, CFA – Investment Strategist “THERE ARE DECADES WHERE NOTHING HAPPENS; AND THERE ARE WEEKS WHERE DECADES HAPPEN.” V.I. Lenin Executive Summary “Are you not entertained?” Love him or hate him, it seems Trump…