Aligning specialized investments with values to create change

Ask the right questions to pursue specific goals. The world’s wealthiest are increasingly putting their money to work for the causes that are most meaningful to them. We see this in initiatives like the Giving Pledge, which more than 200 billionaires have signed, pledging to donate a majority of their wealth to philanthropic endeavors. While […]

Does your business qualify for this notable tax deduction?

Pass-through entities now have a more level planning field with businesses that benefitted from the 2017 corporate tax reduction. You might recall that the Tax Cuts and Jobs Act, enacted in December 2017, reduced corporate tax rates from 35% to 21%. Given this notable boost to corporations, a coinciding change was made for pass-through entities […]

Fed announces 50 basis points rate hike

The latest adjustment snaps a four-month run of 75 bps interest rate increases by the Fed. At its December 14 Federal Open Market Committee meeting – the final one of 2022 – the Fed announced a 50 bps rate increase. While the move was widely predicted, this latest adjustment officially ends the Fed’s four-month run […]

Helping a loved one buy a home? Review strategies and risks

Approaches range from offering a straightforward monetary gift to making the purchase yourself and becoming a landlord. Explore various strategies and their tradeoffs. Real estate has long been one of the foundational pieces for an investment portfolio. But for younger generations, buying a home has become increasingly difficult. Younger homebuyers face all the same factors […]

Homes smart enough to save you money

When it comes to smart home technologies, there is an abundance of options. Here are some we think are worthy investments. It’s been reported that Oprah Winfrey has a high-tech ski home in Telluride, Colorado, that boasts a radiant heat system that allows her to skip shoveling snow from the driveway. And Mark Zuckerberg has […]

New sectors expand real estate investment universe

Instead of residences and retail, think self-storage and healthcare. Many individuals’ only real estate investment is their primary residence, which may make up a significant portion of their overall net worth. However, some want to add exposure to the sector, and these real estate investors can now look beyond traditional residential and retail spaces to […]

Setting 2023 goals for your business? Consider these ideas!

From engaging in strategic partnerships to securing flexible liquidity, there are plenty of options to thoughtfully boost your business in the new year. Embrace eco-conscious energy savings Something as simple as subbing LED bulbs for incandescent ones can mean hundreds of dollars in cost savings for your office. Consider how “green-ifying” your business can add […]

Start fresh with your financial planning this winter

Review your eligibility for benefits programs and get organized for the year. Winter 2023 market closures Jan. 16: Martin Luther King Jr. Day Feb. 20: Presidents Day Dates to remember For deadlines that fall on a weekend, action may need to be taken by the preceding weekday. Jan. 18: Fourth quarter 2022 estimated tax payments are due, if […]

Your business deserves an “estate plan”

Drafting a succession plan now can help your business stand the test of time. As a business owner, you’ve invested so much into making your business successful – hard work, time, money, energy. It’s truly hard to imagine your business without you. But chances are there will come a day when someone else will take […]

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