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- Women, Wealth, and Legacy Planning
Whether nurturing the values of children, fulfilling charitable goals, or making investment decisions that affect their own as well as their beneficiaries' financial security, women play a central role in establishing and preserving family wealth. - Yours, Mine, and Ours - A Couple's Guide to Retirement Planning
Learn how and why couples should work together when planning and saving for their shared future. - Perspectives & Planning Winter 2016
This quarter’s newsletter highlights our annual outlook for the global economy and capital markets. We believe there will be continued moderate growth in 2016, despite some significant headwinds from energy prices and geopolitical risks that will trigger volatility during the year. - Markets, We Have Liftoff
Halley’s Comet appears about every 75 years to light up the night sky. While it may seem that long since the last Federal Reserve (the “Fed”) rate hike, it was actually only 9 years before yesterday’s long awaited liftoff. The Fed unanimously voted to increase short term rates by 25 basis points to a corridor rate of 25-50 basis points. We would like to take the opportunity to address several of the questions you may have about the Fed rate hike. - Impact of the Federal Reserve Rate Hike
As expected, the Federal Reserve at its December 2015 meeting raised the Fed Funds rate (the overnight interbank rate) by ¼% to a range of ¼% to ½%. This was the first rate hike in 9 ½ years. The Fed expects to raise rates by another 1% before year end 2016. By historical standards, this would be viewed as gradual, i.e. a ¼% rate hike every quarter versus a rate increase every six weeks in prior tightening cycles. - Social Security Changes
In early November President Obama signed the Bipartisan Budget Act of 2015 into law. This act includes key changes to the Social Security claiming rules. These changes focus on the “Restricted Application” and “Voluntary Suspension” rules, which combined create the “File and Suspend” strategy. The changes to the law will be phased in over the next year and are date of birth sensitive. - Is a Rollover Right for You?
If you've recently changed jobs -- or maybe changed jobs a few times over the years -- you may be juggling multiple retirement plan accounts. While it's certainly acceptable to leave your money in your former employer's plan (as long as your balance is over $5,000, your old employer can't cash you out), in some instances it might make sense to consolidate your assets. - The Potential Benefits of Family Limited Partnerships
Give away eventual benefits now without surrendering current control. That is one of the guiding concepts behind the family limited partnership (FLP), a tool for managing family wealth. - Your Annual Review Checklist
Preparing for an annual financial review may be easier with a checklist to help you focus on important matters. With that in mind, here is a list of key considerations that you may want to discuss with your financial advisor. - What Kind of Retirement Do You Want?
Preparing for your later years requires looking at a host of personal and financial details. To enhance your chances of living the retirement lifestyle that you desire, you may want to start by making decisions about how you want to live and basing your financial planning on these lifestyle parameters.
