April 23, 2019

Estate Planning – For the Inexperienced

Married Couples Should… Take Key Steps Review Accounts and Assets – Hire an estate attorney. They will aid in drafting and updating wills. – Build a relationship with a financial advisor both you and your spouse have confidence in. -Ensure each spouse gives executor permission to manage assets -Set up […]
April 10, 2019

2019 First Quarter Investment Market Report

Investors in virtually all major asset classes were richly rewarded in 1Q2019. US stocks posted their largest one-quarter gain since 3Q2009. As measured by the Wilshire 5000 Total Market Index, US stocks were +14.23% from January 1 – March 31, 2019. International stock investors also experienced excellent returns, with the […]
April 10, 2019

Risk & Return – Part 2

“In an effort to give our clients a look under the hood of our firm, please see the first write up of our series on risk and return from our financial analyst and investment committee member Griffin Sheehy.” – Mark Shone CFP® Diversification and the Efficient Frontier As previously mentioned, […]
April 4, 2019

Risk & Return – Part 1

“In an effort to give our clients a look under the hood of our firm, please see the first write up of our series on risk and return from our financial analyst and investment committee member Griffin Sheehy.” – Mark Shone CFP® This series aims to address the relationship between […]
November 7, 2018

2019 Retirement Plan Contribution Limits

Get ready to save more for retirement in 2019! The Treasury Department has announced inflation-adjusted figures for retirement account savings for 2019, and there are quite a few changes. Check out the chart above to see what is applicable to your situation.