Latest Posts

Gift and Estates Taxes

by Chad Hassinger on Sep 27, 2019

Tax Planning, Estate Planning

By Steve Barrett, CFP®, AWMA®, AIF®, CPWA®
Senior Vice President of Private Client Group

With the passing of the Tax Cuts and Jobs Act in December 2017, many of our clients have asked us how it affects them from an estate and gift tax standpoint. This article explains the background of estate and gift taxes and describes what you can do now to take advantage of strategies that allow you to gift assets tax free.”

How to Choose a Trustee?

by Chad Hassinger on Aug 8, 2019

By Colleen M. Henes, CFP®, JD
Financial Advisor, Advanced Planning

As you plan for your own and your family’s financial future, you may be considering the creation of a trust. If you decide a trust is needed, either during your lifetime or in your will, you will have to choose a trustee to administer it.

Weekly Market Review - July 17, 2019

by Chad Hassinger on Jul 18, 2019

By Bradley J. Rathe, AIF®
Chief Investment Officer

The stock market rally has continued to make new highs since the market swoon (sudden and widespread loss in the value of stocks) of May. This week kicks off Q2 earnings season and expectations have ratcheted down as we have gotten closer with -3% on quarter over quarter earnings currently expected.