Investment Insights

There Are Benefits to Estate Planning, No Matter Your Wealth

When you think about estate planning you probably think about legacy-style families like the Kennedy’s or people who are “wealthy”. However, each of us have an estate according to the Internal Revenue Service (IRS) and each state we live in. No matter your worth, we recommend having an estate strategy to align with your future wishes after you pass away.

Quarterly Perspective - Vol. 26 No. 2

Spring 2019

A Goldilocks Economy  Will Williams
Recession Rumblings  Brian Christensen, CFA
Beware of Phishing  Jeremy Hanshaw

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Stocks & Yogurt

Consumers are stressed out over yogurt.

The Wall Street Journal recently published an article about declining yogurt sales - Yogurt Sales Sour as Options Proliferate. The main theme of the article is that consumers have too many choices.

Wise Money: Disciplined Action

Three months ago in my last letter I wrote about ‘anti-fragility’: that the downturn we experienced in the stock market at the end of 2018, while upsetting, was NOT the end of the world. It was an occasion to review our portfolio and get better.


Where are we now?

Morning Market Review April 10, 2019

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The Planner's Perspective: Overwhelmed by Options

By Paul Morrone CFP®, CPA/PFS, MSA

The term ‘stock options’ is kind of a catch-all to describe a form of incentive compensation usually awarded to a select group of highly compensated employees. Options can come in many forms, which is why there is often a lot of confusion surrounding stock as a form of compensation and what it means to the person receiving it from an ownership and tax standpoint. There are numerous articles which cover these two items in detail, but what is often unaddressed is the financial planning impact of having stock options and what it means from risk, income and asset allocation perspective (the ‘big picture’ stuff).

My Trip To Portland

By Tom Lally

I spent last weekend in Portland, for a bachelor party for one of my best friends from college.  The groom to be loves craft beer so we planned to visit several local breweries.  I knew of a couple located in Portland, but I had no idea there were so many.

How to Painlessly Downsize Your Lifestyle in Retirement

The decision to retire brings with it several choices that individuals must make. You not only have to decide how much to save for retirement and when to finally pull the trigger and retire, but you also should consider how your retirement savings are going to hold up during retirement and what kind of expenses might lay in front of you on the road through retirement.

Security Theater

Imagine a brainstorming session in Detroit going something like this:

Cars have gotten so expensive, why don’t we add an alarm to provide increased protection against theft?

First Quarter 2019 Market Commentary

Click here to read our latest Market Commentary 

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