News
AI Disruptions, Tariff Tensions, and Fed Uncertainty
January 2025 marked a volatile yet positive start to the year. Investors now face fresh challenges from AI disruptions, tariffs, and shifting Federal Reserve expectations.
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Retirement Planning
Financial Planning and Living Globally
The past 100 years have seen changes in how people plan for their financial futures and how they live. Borders no longer restrict people from living in one country; their
March 2, 2020
Retirement Planning
HENRYs – The Working “Rich”
The term HENRY (High Earners Not Rich Yet) refers to individuals who have the potential to become wealthy in the future because of their income. These individuals or families earn
March 2, 2020
News
The Coronavirus and the US Financial Markets
By Sterling E. Russell, CFADirector of Fixed Income Last week in a note to our advisors, I wrote that I felt the markets were on an unstainable trajectory and had
February 25, 2020
Retirement Planning
Drawing Social Security Early and Still Working? The Social Security Earnings Test is Crucial
Many people decide to ‘semi-retire’ early and start taking their Social Security Retirement benefit at the earliest age possible. It’s appealing to be able to work part-time or where you
February 3, 2020
News
The SECURE Act Is Law – Notable Changes to Retirement Savings
Effective January 1, 2020, the SECURE Act, a progressive change to retirement savings plans, is now law. The last legislation to retirement savings happened when Congress allowed for automatic enrollment
February 3, 2020
Taxes
Countdown to Tax Season
With 2020 barely started, preparation for tax season is underway for many investors. Now in the second year of filing taxes under the Tax Cuts and Jobs Act of 2017
February 3, 2020
