2024 Mid-Year Market Outlook: What Lies Ahead
The U.S. economy continues to grind, and macro-level data suggests that moderating growth ahead will not cause a near-term recession. When setting the current environment at a level compared to our expectations at the start of the year, investors witnessed more mid-cycle dynamics as risks to the downside lessened and valuations expanded. With the macro-economic environment seemingly in a constructive place, we’re reminded that complacency is not a viable investment strategy. In our mid-year update, we detail the opportunities and risks ahead.
Retirement Spending – How Not to Overspend or Outlive Your Savings
Saving for retirement is something many of us are encouraged to participate in throughout our working lives. In a recent Bryn Mawr Trust survey about women and retirement, 826 women (age 40+) said that their top sources of wealth are careers, followed by saving and budgeting, with 40% selecting retirement as the leading life event that impacts their financial planning.1 The rules and guidelines for how much to save and where are readily available, but there needs to be more professional guidance for when we finally reach retirement and begin spending it.
Our Mid-Year Outlook & What It Means For Your Investment Goals
Planning Perspectives is your guide to navigating the complexities of wealth management with ease. This week we discuss our mid-year outlooks & what it means for your investment goals.
Maximizing Retirement Income: Strategies for Tax-Optimized Distributions
Benjamin Franklin was famous for many things, including the quote about only two certainties in life: “death and taxes.” A strong retirement plan should optimize for tax savings as it reviews assets and income streams.
Asset Location: A Key Strategy to Help Achieve Your Financial Goals
Defining and adhering to an asset allocation can be a powerful way to ensure your financial resources are aligned to achieve your financial and life objectives.
The Importance of Frequently Reviewing Your Estate Plan
Planning Perspectives is your guide to navigating the complexities of wealth management with ease. This week we discuss the importance of frequently reviewing your estate plan.
Five Reasons You Should Be Reviewing Your Estate Plan Now
Dealing with your estate plan is often not front of mind, but it is very necessary. Below are five reasons you should consider reviewing your estate plan now.
WEBINAR: Securing Your Legacy: The Importance of Establishing and Updating an Estate Plan
Watch our replay on why having an estate plan is vitally important. Watch to ensure your assets are distributed according to your wishes by providing your loved ones with invaluable peace of mind. In this webinar, we outline the benefits of establishing and regularly updating a plan to secure your legacy.
WEBINAR: Securing Your Legacy: The Importance of Establishing and Updating an Estate Plan
Watch our replay on why having an estate plan is vitally important. Watch to ensure your assets are distributed according to your wishes by providing your loved ones with invaluable peace of mind. In this webinar, we outline the benefits of establishing and regularly updating a plan to secure your legacy.
The Importance of Aligning Your Investment Strategy with Your Estate Plan
When it comes to managing your wealth for the future, having a sound investment strategy is paramount. However, equally important is ensuring that your estate plan is closely aligned with these investment choices. The synergy between how you manage your assets today and how you plan to pass them on to beneficiaries can significantly impact your financial legacy and security.
Creating a Digital Vault for Your Estate Plan
Planning Perspectives is your guide to navigating the complexities of wealth management with ease. This week we discuss how creating a digital vault for your estate plan.
Unlocking the Digital Vault: A Guide to Digital Estate Planning for Small Business Owners
In the digital age, our lives and businesses are intricately woven into the fabric of the online world. From financial transactions to client communications, much of our business activity now takes place in the digital realm. Yet, many small business owners overlook a crucial aspect of estate planning: the digital estate.