Knowledge Center
Our refined and disciplined process is rooted in our belief that a well-informed client has a better financial outcome over time.
We focus on educating our clients through ongoing communication that include monthly newsletters and market summaries, conference calls, and webinars.
Read our past updates here:
Nonprofit Boards - Challenges and Responsibilities
Adopting voluntary measures similar to those of public companies can give nonprofits greater transparency and promote compliance with IRS regulations.
Challenges Facing Social Security and Medicare
Each year, the Trustees of the Social Security and Medicare Trust Funds release lengthy reports to Congress that assess the health of these important programs. The newest reports, released on April 22, 2020, discuss the current financial condition and ongoing financial challenges that both programs face, and project a Social Security cost-of-living adjustment (COLA) for 2021.
Tax Reference Guide - 2020
Quick reference guide for tax rates, retirement planning, standard deductions, and other important tax references.
Checklist - Caring for an Aging Parent
Is your family prepared? This checklist addresses topics such as: insurance planning, estate planning, housing, financial issues, and other important questions.
Q2 2020 Fiduciary Hot Topics
On March 27, 2020, the Coronavirus, Aid, Relief, and Economic Security (CARES) Act (the “Act”) was signed into law. A portion of the Act is intended to loosen access to retirement plan funds and provide relief for individuals impacted by the COVID-19 pandemic. The following is a summary of the retirement-related provisions of the Act