Expertise. Perspective. Care.

An illustrated world review of selected capital market results in 2020.

After a tumultuous 2020 election season, inauguration day is almost here. If you are a high-earner, here are some challenges that could arise during a Biden administration.

If 2020 has taught us anything, it's that you should always be prepared for the unexpected. Now that 2020 is behind us, here are 6 financial tips for 2021.

With a new $900 billion stimulus package passed, what can Americans expect to see coming their way soon?

With a new administration comes new policies. Should you make changes to your finances based on the perceived implications?

Good tax planning is not about finding a loophole. It's not an aggressive or risky set of tax strategies. Good tax planning is simply knowing the financial rules that affect you and fairly abiding by them.

There’s hope the load will lighten in the new year, fast approaching. While we prepare for a fresh start, here are six financial best practices for year-end 2020 and beyond, none of which require any heavy lifting.

Should you rely on the prediction of the economist or the toss of a coin? The answer seems obvious, but it isn’t.

"Being properly housed" is #4 of the Five Fundamentals of Fiscal Fitness. Bottom line? You probably should have a mortgage for longer than you think.

No matter which political party is in power, your best chance for achieving your personal financial goals remains the same.

Surprised to receive a Medicare IRMAA letter from the Social Security Administration? You're not alone! Beware that certain levels of income can potentially increase your Medicare premium(s) by 48%, 122%, 195%, 268%, or 293%.

Mortgage rates have not been this low in 50 years (perhaps ever). Is obtaining a new mortgage or refinancing your existing mortgage a good idea for you?

We've been following the candidates' tax policy proposals. Here is what we've learned.

It's time to review your Medicare options for 2021. Let's review your Open Enrollment Period options and look at changes to Medicare benefits for 2021.

Among the many uncertainties of 2020 is a particularly controversial presidential election. Perhaps there exists is a pattern in past elections that can make this election less uncertain?

🏆 Meet Dr. Joseph Hollen ’74 (premedical), ’76 AAMD, Distinguished Alumni award winner from the School of Medicine 🏆

As companies grow to become some of the largest firms trading on the US stock market, the returns that push them there can be impressive. But not long after joining the Top 10 largest by market cap, these stocks, on average, lagged the market.

In selecting or retaining a financial advisor, how do you know if you’re making a wise choice? First, There Is Fiduciary. Next, there is Fee-Only. Finally, there is competence and a 'click'.

While the outcomes of the elections are uncertain, one thing we can count on is that plenty of opinions and prognostications will be floated in the days to come. But beyond the potential for changes to tax-law, should long-term investors bother focusing on the market impact of elections?

A checklist for finding a Full-Time Fiduciary. "Everybody claims to be a trusted advisor when some are really only salespeople."