Excessive fee litigation is increasing at a steady pace and all signs are it will continue to increase. The positive side of this situation is that we now have more caselaw to consider as we work toward compliance in creating a “best defense”.

The author shares her personal story of her mother's loss due to COVID-19 to highlight the importance of how thorough estate planning can ease a family's burden during a time of grief and sorrow.

The first quarter of 2021 was marked by several macro- and micro-economic surprises that resulted in increased market volatility compared to the fourth quarter of 2020, but additional economic stimulus combined with accelerating COVID-19 vaccine distribution and a decline in coronavirus cases helped stocks start the new year with solid gains. Take a look back with us at the first quarter of 2021. Review what actions we took on client portfolios as market dynamics changed. And learn what we expect for this year in our 2021 economic outlook.

When spring cleaning and tackling those cluttered closets and dusty attic, don't be too quick in discarding those old toys and collectibles. Take a minute to consider if that item could have value. Do your research. You may be pleasantly surprised!

This is the last in a series of six blogs about Smart Family Finances and ways to improve your decision-making regarding your money. In this article, we will attempt to wrap up the conversations about family finances in a “tidy” package.

A Securities-Based Line of Credit (SBLOC) can give you much needed liquidity without liquidating your investments. Learn about the advantages and risks of using an SBLOC.

For many, the last 365 days as an investor have produced many emotions: fear, greed, panic, anxiety, euphoria, information overload — but none more powerful that the fear of missing out or FOMO. Because of FOMO, our likelihood of making decisions that are outside of our expertise, and/or not in line with our overall investment strategy, skyrockets. Read why it's so important not to become blinded by the shiny objects.

This is the first in a two-part series of blogs around Sustainable Investing. Here, we review the origins of Sustainable Investing and define what ESG means from a portfolio perspective.

Saving for college is very hard. Add to that, concerns about growing tuition costs and the ongoing student debt crisis, and you face even more stress. You don't want your child starting his or her career with a massive debt burden, right? The key is to fully prepare for this financial decision -- just as you would for buying your first home. Learn more.