Investment Management

Financial Lessons from Famous Dads

Passing along sound financial advice is just one of the many ways dads show they care. In honor of Father’s Day, we wanted to share some of the wonderful words of wisdom dads have bestowed upon their children. Here are some of our favorite financial lessons from famous dads. Make Your Money Work for You…

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Morning Market Commentary for Q1 2022

We mentioned a couple of quarters ago that volatility was beginning to make its way back into this market. The evidence is now clear. There is no denying that this past quarter was one of the most volatile in recent years. There were many factors that stirred the pot this quarter. Turning the calendar is…

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Managing Bond Risks When Interest Rates Rise

After dropping the benchmark federal funds rate to a rock-bottom range of 0%–0.25% early in the pandemic, the Federal Open Market Committee has begun raising the rate toward more typical historical levels in response to high inflation. At its March 2022 meeting, the Committee raised the funds rate to 0.25%–0.50% and projected the equivalent of…

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Tax Strategies for High Earners

Preparing a strategy that is both advantageous and tax-efficient might feel daunting at first. Thankfully, there are some things you can do now to keep from overpaying this tax season. Build Your Team of Professionals You might build a team for any number of pursuits, from organizing a baseball team to putting together people to…

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5 Empowering Investment Strategies for Women

On International Women’s Day this year, we had the honor of speaking to a group of professional women about financial planning strategies they can implement today. We wanted to share with everyone an overview of what we covered as so many could benefit from taking these simple strategies. Think about your life as it is…

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There’s Still Time to Contribute to an IRA for 2021

Even though tax filing season is well under way, there’s still time to make a regular IRA contribution for 2021. You have until your tax return due date (not including extensions) to contribute up to $6,000 for 2021 ($7,000 if you were age 50 or older on or before December 31, 2021). For most taxpayers,…

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What is the New 401k/403b Contribution Limit for 2022?

If you participate in an employer-sponsored retirement plan, you may be pleased to learn that you can save even more in 2022. The maximum amount you can contribute to a 401(k) plan will increase to $20,500 in 2022. This limit also applies to 403(b) and 457(b) plans, as well as the Federal Thrift Savings Plan.…

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RMD Roundup: A Few Key Updates About Required Minimum Distributions

As we approach the end of 2021, now might be a good time to take a closer look at a few developments surrounding required minimum distributions (RMDs). What Are RMDs? Once you reach age 72, you are required to take minimum distributions from your traditional IRAs and most employer-sponsored retirement plans. (RMDs are not required…

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RMDs For 2021: Here’s What’s Changing

The CARES and SECURES Acts offered financial relief during COVID-19. And though some of the benefits of these acts are no longer in effect, some of the rules within them were enacted as permanent changes in 2021. In this article, we will look at how these changes affect RMDs in 2021. Keep in mind that…

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Is it Time for an Investment Advisor? Ask Yourself These 5 Questions First

If you want to avoid outliving your money, investing can be a great way to continue to grow your nest egg as you approach — and enter — your retirement years. And while there may be many robo-advisors out there that will do the investing for you, the one-on-one, hands-on approach and personal advice and guidance…

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