Wealth Management & Investments
What is a trust? How do they work? Does a will supersede a trust or vise verse? A trust and a will are two separate legal entities which normally work in conjunction with one another in…
A new year means new tax laws, and this year is no exception. On December 20, 2019, the Setting Every Community Up for Retirement Enhancement (SECURE) Act was signed into law resulting in many significant changes…
When it comes to their portfolio’s investors hate to take losses. But sometimes a loss could be just what the CPA ordered. As we wrap up another strong year in the stock market many people are…
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…