Estate Plans: Not Just for the Wealthy
Planning Perspectives is your guide to navigating the complexities of wealth management with ease. This week, we discuss estate planning.
Smart Foreign Exchange Strategies for Summer Travel: Maximize value and minimize stress with these tips before you take off
As summer travel season approaches, many of our clients are making plans to explore destinations across Europe, Asia, and beyond. Whether your itinerary includes sun-soaked beaches, historic cities, or family adventures abroad, it’s important to think ahead when managing foreign currency needs. Smart foreign exchange (FX) strategies can help you avoid unnecessary fees, reduce risk,…
WEBINAR REPLAY: 2025 Mid-Year Economic & Market Outlook: Risks and Opportunities Ahead
The first half of 2025 has seen shifting political landscapes and global uncertainties, making it more important than ever to stay informed. Watch the replay of our Mid-Year Economic & Market Outlook to get clarity on what these changes mean for your financial plan and understand the economic and market trends that could shape the…
Four Documents Every Adult Needs
Planning Perspectives is your guide to navigating the complexities of wealth management with ease. This week, we discuss the four key pillars of an estate plan.
Wills vs. Trusts: Which One Do You Need?
Planning Perspectives is your guide to navigating the complexities of wealth management with ease. This week, we discuss the differences between wills and trusts.
Building Generational Wealth: How To Avoid the “Shirtsleeves to Shirtsleeves” Phenomenon
Planning Perspectives is your guide to navigating the complexities of wealth management with ease. This week, we discuss how to avoid the “shirtsleeves to shirtsleeves” phenomenon.
Partner with a Private Banker for Your IOLTA Needs
An Interest on Lawyers’ Trust Account (IOLTA) is a type of trust account used by attorneys to hold client funds that are either too small in amount or held for too short a period to generate interest for the individual client. Instead of the interest benefiting the client, the interest is pooled and directed toward…
Unlocking Your Home’s Hidden Potential: How a HELOC Can Help You Move Beyond ‘Golden Handcuffs’ and Transform Your Living Space
If you’re among the millions of Americans, like my wife and I, who purchased or refinanced their homes during the early years of the pandemic, you were likely fortunate enough to secure a mortgage rate between 2.5% and 4%. Mortgage rates reached an all-time low in January of 2021, but have since more than doubled,…
Do You Need a Financial Advisor?
Planning Perspectives is your guide to navigating the complexities of wealth management with ease. This week, we discuss how to determine if you need a financial advisor.
WEBINAR REPLAY: Steady Your Financial Plan in an Uncertain Market
In this webinar, we discuss understanding tariffs, trade tensions, and how to stay calm amid uncertainty.