Bonds often take a backseat to stocks when individual investors think about building their portfolio, but they play an important role in creating a diversified investment strategy. Read more…
How Advisors Partner with Clients on Big Financial Decisions
It’s a common misconception when working with a wealth manager or financial advisor that you suddenly have to get permission or be given an allowance to make big purchases or financial moves. Read more…
5 Things to Know in Case You Outlive Your Partner
All too often in my career, I have walked alongside a female client as she navigated the unimaginable—her spouse had passed away and there was a financial puzzle to piece together amidst her grief. Read more…
The IRS Provides New Clarity on Required Minimum Distributions from Inherited IRAs
After a few years of confusion and waivers, the IRS released clarifying information on inherited IRAs in the summer of 2024. Before we unpack the latest information, let's recap the 2019 legislation. Read more…
Conducting Due Diligence on Assisted Living and Nursing Home Facilities: 50+ Questions to Ask
When I am lucky enough to have worked with a client for decades and they transition into various phases of life, it’s not uncommon for my role as a Wealth Manager to extend beyond dollars and cents into giving advice on personal matters. Read more…
ESPP Shares: To Sell or Not to Sell?
Participating in your employee stock purchase plan (ESPP) can be a great way to supplement cash flow, fund short-term goals, and invest for the future at an advantage. Read more…
