Wealth Management & Investments
The end of the year is quickly approaching. As people turn their attention to holiday shopping and celebrations with friends and family, taxes may be the last thing on their minds. However, implementing one or more…
A new diagnosis of Dementia can lead to many questions for both patients and caregivers. After the inquiries about medical care and treatment options the focus generally turns towards the management of a patient’s financial assets.…
After receiving a diagnosis of dementia, the thought of all the planning that needs to take place can be a great source of anxiety for both caregiver and patients. However, getting started with planning sooner…
Retirement: Sounds great, right? Traveling, taking those cooking classes you’ve always wanted to take, or even just the thought of relaxing sounds fantastic. On the flip side, what will you do with all the extra time?…
Chief Economist, John Norris, answers the most commonly asked questions. Dear John, What is your biggest prediction for 2019? My biggest prediction? I tend to compartmentalize things. For instance, I don’t have one favorite movie. Instead,…
How you chose to pass down your wealth to future generations is very important. Whether it be children, grandchildren, or great-grandchildren, a strong legacy is a wonderful way to ensure the future success of your heirs. …
Chief Economist, John Norris, answers the most commonly asked questions. Dear John, What kind of impact do you think the midterm elections will have on the US economy and markets? I have long maintained politicians get…
This afternoon, the Federal Open Market Committee (FOMC), the monetary policy making arm of the Federal Reserve, raised the overnight lending target 0.25% (25 basis points) from 2.00% to 2.25%. This was as expected, as the…
You might be surprised by the number of successful people who don’t have an updated will. I recently spoke with someone whose most recent one dated from when their now 40-year old child was in diapers.…
One of the more uncomfortable things to do is face your mortality. Talking about death, dying, and even physical and/or mental incapacity isn’t anyone’s idea of a good time. That is why many people put off…