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Disclaimer: Not all services will be appropriate or necessary for all clients, and the potential value and benefit of the adviser’s services will vary based upon the client’s individual investment, financial, and tax circumstances. The effectiveness and potential success of a financial plan depends on a variety of factors, including but not limited to the manner and timing of implementation, coordination with the client and the client’s other engaged professionals, and market conditions. Past performance does not guarantee future results. All investing comes with risk, including risk of loss.
Weekly Update: Earnings Optimism
Weekly Market Update - Despite the concerns related to Operation Epic Fury and the rising supply constraints and prices of oil, companies appear to be in good shape from an earnings perspective.According...
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Weekly Update: Disruption Fueling Volatility
Weekly Market Update - It was approximately one-year ago (April 2, 2025) when "Liberation Day" was announced, the market briefly dipped into bear-market territory losing -19% off its high value from earlier in the...
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Weekly Update: Supply Disruptions
Weekly Market Update - The current conflict in the Middle East has triggered the most severe supply shock in the history of the global oil market.1 Transit through the Strait of Hormuz previously...
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Beyond the Ticker: When Does Self-Directed Investing No Longer Serve You?
For high-net-worth investors in Naples, managing $2M–$20M can become a burden. Aviance Capital Partners helps self-directed investors transition to professional stewardship, focusing on legacy, tax efficiency, and long-term security.
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Weekly Update: Consumer Anchor
Weekly Market Update - The Bureau of Economic Analysis (BEA) recently released its 4th quarter 2025 "Second Estimate", revising Real GDP growth down from an initial estimate of +1.4% to just +0.7%. This...
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Weekly Update: Renewed Risk of Inflation
Weekly Market Update - We suspect inflation may rise from current levels, causing the Federal Reserve to maintain the Fed Fund policy rates for now - with a chance of rate hikes over the next few months....
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Weekly Update: Middle East Conflict
Weekly Market Update - Geopolitical conflicts often are associated with stock market pullbacks, but the impact tends to be mild (typically less than 10%) and recovery happens relatively quickly. This is...
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Weekly Update: The Mag 7
Weekly Market Update - As of Friday, February 20, 2026, the S&P 500 has risen just over 1% year-to-date and 14% over the trailing 12 months. Much of this performance has been driven by the "Magnificent 7"...
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Weekly Update: Near-term Strength, Weaker Revisions
Weekly Market Update - The jobs report released last week presented a striking "tale of two markets." While the current hiring numbers for January 2026 were surprisingly resilient, the annual benchmark...
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Weekly Update: A.I. Volatility
Weekly Market Update - Despite a volatile week in the market, major indexes (including the Dow Jones Industrials, S&P 500, and NASDAQ) are all within 5% of all-time highs.1 While index levels...
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Weekly Update: Silver's Dramatic Decline
Weekly Market Update - In a dramatic one-day decline, the price of silver lost over -28% in value on Friday. The decline can be attributed to a variety of factors. For one, it was a "crowded...
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Weekly Update: Big Jump in GDP Estimates
Weekly Market Update - The Federal Reserve Bank of Atlanta’s latest GDPNow model1 estimate for 4th quarter of 2025 surged to a striking 5.4%, a significant divergence from the Blue Chip consensus,...
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Weekly Update: Market Concentration
Weekly Market Update - By the end of 2025, the 10 largest companies in the S&P 500 Index represented 41% of its total size in terms of market capitalization (price times total shares outstanding for...
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Weekly Update: Narrowing Trade Deficit
Weekly Market Update January 13, 2026 Outlook The release of the October 2025 trade data on January 8, 2026, has reached somewhat of a milestone. The U.S. trade deficit narrowed to $29.4 billion, a 39% decline from September...
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Weekly Update: The New Year
// // // Weekly Market Update January 5, 2026 Outlook We start the new year with a decent economic backdrop. The most recent reports on economic growth show the U.S. growing at a rate of 2.3% (most-recent-quarter GDP vs. a year ago)....
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Weekly Update: Existing Contradiction
// // Weekly Market Update December 29, 2025 Outlook Last week, the Bureau of Economic Analysis reported the preliminary Gross Domestic Product, which showed a rather strong reading of +4.3% for the 3rd quarter (an annualized number...
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Weekly Update: Economic Resilience
// Weekly Market Update December 22, 2025 Outlook As we head towards year-end, what seems to be the most important economic story of 2025 is the collision between aggressive new trade tariffs and the massive acceleration of Artificial...
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Weekly Update: Bond Market Conundrum
Weekly Market Update December 16, 2025 Outlook Generally speaking, bonds have two types of risk. One related to interest rates. When rates go up, bond prices go down. The second primary risk relates to credit quality. When a bond has...
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Weekly Update: Positive Data
Weekly Market Update December 8, 2025 Outlook We remain cautiously optimistic on the stock market, given a variety of data that, in our view, remains positive. Most notably, estimates for real-time economic growth remain positive as...
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Weekly Update: A December Cut
Weekly Market Update December 1, 2025 Outlook Despite both large-cap stocks (S&P 500) and small-cap stocks (Russell 2000 Index) sitting within 1% of their all-time highs, investors and consumers remain uneasy. Stocks rallied...
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Weekly Update: Market Sentiment
Weekly Market Update November 24, 2025 Outlook After a shaky start to last week, market confidence seems to have picked up based on strong earnings results from: the world's largest company by market valuation, Nvidia1, and the...
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Weekly Update: CNN Fear & Greed Index
Weekly Market Update November 17, 2025 Outlook The CNN Fear & Greed Index has swung from Extreme Greed in July 2025 to Extreme Fear in mid-November.1 While the index is driven primarily by technical indicators—such as market momentum,...
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Weekly Update: Data Shutdown
Weekly Market Update November 10, 2025 Outlook The recent government shutdown, which now appears to be ending1, has resulted in delays for several key federal data releases that we typically monitor. Despite this, many of the regional...
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Weekly Update: Expected Volatility
Weekly Market Update November 3, 2025 Outlook Volatility in both the stock and bond markets, as measured respectively by the VIX index1 and MOVE index2, which are currently demonstrating that investors are not excessively worried...
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Weekly Update: The Consumer & Inflation
Weekly Market Update October 28, 2025 Outlook Consumer financial health and spending remain vital drivers of U.S. economic growth. Year-over-year, consumer spending stands at approximately 5.6%, consistent with rates typically seen...
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One Big Beautiful Bill: Special Needs
One Big Beautiful Bill: Special Needs October 23, 2025 As wealth managers, we’re continuously evaluating new legislation and its impact on our clients’ financial plans. President Trump’s One Big Beautiful Bill (OBBB), signed into law...
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Weekly Update: Bank Earnings & Loan Losses
Weekly Market Update October 21, 2025 Outlook Earnings season kicked off last week with banks providing positive news overall on the state of the consumer and businesses. However, loan losses from non-depository financial institutions...
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Weekly Update: China & Earnings
Weekly Market Update October 13, 2025 Outlook Friday's sell off was the result of a threat to raise tariffs on Chinese goods by an additional 100%, which was in retaliation for China's new global trade restrictions on rare earth...
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Weekly Update: Resilient Spending
Weekly Market Update October 6, 2025 Outlook Overall economic growth remains positive at 2.1% real GDP growth on a year-over-year basis -- somewhat below its 30-year average of 2.5%.1 While there is some concern about the negative...
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Weekly Update: Is the Stock Market Overvalued?
Weekly Market Update September 29, 2025 Outlook The price-to-earnings multiple (P/E ratio) for the U.S. stock market as represented by the S&P 500 stands at 22.5x.1 By historical standards, this means the stock market is expensive....
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Weekly Update: Is Current Monetary Policy Restrictive?
Weekly Market Update September 22, 2025 Outlook Political pressure to lower interest rates, currently and historically, typically means the administration is asserting that the Federal Reserve (the Fed) should lower its target...
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Weekly Update: Bad News and Good Outcomes
Weekly Market Update September 15, 2025 Outlook There seems to be an increasing number of tragic events unfolding on the global stage, and last week was certainly no exception. When taking headline events into consideration for the...
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Naples Wealth Management & Financial Advisors Serving Southwest Florida Since 2008 Introduction
Since 2008, Aviance Capital Partners has been a wealth management firm in Naples, Florida, helping families, retirees, and business owners across Southwest Florida find clarity in their financial lives. As a local financial...
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Weekly Update: Weak Jobs Report
Weekly Market UpdateSeptember 8, 2025 Outlook Friday's Employment Situation Report, aka the Jobs Report1, provided three pieces of worrisome news, 1) total jobs growth was weak for August, 2) unemployment is rising, and 3) last...
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One Big Beautiful Bill: Healthcare
One Big Beautiful Bill: Healthcare September 4, 2025 OBBB offers Healthcare Tax Breaks for Families On July 4, 2025, President Trump signed the One Big Beautiful Bill into law. This sweeping bill enacts major tax cuts, budgetary...
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Weekly Update: Global Market Outperformance
Weekly Market Update September 2, 2025 Outlook So far in 2025, the broad market index for U.S. stocks, S&P 500, has returned a solid +10.7%.1 One of the main global indexes for non-U.S. stocks is called the MSCI All Country World...
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One Big Beautiful Bill: Education
One Big Beautiful Bill: Education As part of a sweeping overhaul of federal education policy, the One Big Beautiful Bill introduces a range of impactful changes to how Americans save for education and repay student...
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Weekly Update: Fed Chairman Jerome Powell's Speech at Jackson Hole
Weekly Market Update August 25, 2025 Outlook Federal Reserve Chair Jerome Powell’s speech at the Jackson Hole symposium hinted at potential interest rate cuts beginning in September, citing rising risks in the labor market.1 The...
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Weekly Update: P/E and Inflation Impact
Weekly Market Update August 18, 2025 Outlook Our preferred index to represent the broad stock market is the S&P 500. Trading at a price of 22.3 times forward earnings 22.6 as of July 31, 2025, it is higher than the average for the...
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One Big Beautiful Bill: Charitable Planning
One Big Beautiful Bill: Charitable Planning The recently passed One Big Beautiful Bill is a sweeping tax and economic reform package that touches many aspects of household finance, but for charitably inclined...
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Weekly Update: Strong Earnings
Weekly Market Update August 11, 2025 Outlook We remain cautiously optimistic about stocks given our view that businesses are poised to continue growing this year. Continued business growth typically relies on a growing economy, which...
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Weekly Update: Wait-and-See Approach from the Federal Reserve
Weekly Market Update April 25, 2025 Outlook The S&P Global Flash PMI provides a preliminary estimate of the monthly Purchasing Managers' Index (PMI). The PMI provides insights into business health on items related to sales,...
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Weekly Update: U.S. Solidifies Trade Deals with Japan and the EU
Weekly Market Update July 28, 2025 Outlook The University of Michigan's Consumer Sentiment Index is perhaps the most widely known indicator of how the typical U.S. consumer feels about their economic situation on a monthly basis....
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Weekly Update: Minimal Tariff Impact on Price Changes
Weekly Market Update July 21, 2025 Corporate earnings season has kicked off with 83% of companies exceeding expectations on both earnings and revenues in a quarter that had many worried about the negative impacts related to...
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Weekly Update: Strong Investor Optimism amid Trade Tensions
Weekly Market Update July 14, 2025 The continued optimism of stock investors is reflected in the price levels of most major market indices (i.e., S&P 500 is sitting at all-time highs). This comes in contrast to the potentially...
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Weekly Update: Vietnam Trade Deal & Strong Payrolls
Weekly Market Update - July 7, 2025 As suspected in last week's update, investor sentiment has continued to pick up with the CNN Fear & Greed Index now in the Extreme Greed level. In our view, we remain cautiously optimistic....
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Weekly Update: Improving Investor Confidence
Weekly Market Update June 30, 2025 Outlook Investor confidence has seemingly picked up recently. Considering some of the biggest concerns in 2025 (and politics aside), we wonder, how investors are feeling about: Tariffs? Probably not...
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Weekly Update: Federal Reserve Holds Key Rate Steady & Maintains Forecast
Stay informed with Aviance Capital Partners' Weekly Market Update. Our Naples, FL-based fiduciary financial advisors provide insights on wealth management, retirement income planning, and investment strategies. Serving investors across Sout
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Weekly Update: Solid Fundamental Data Despite Geopolitical & Trade Uncertainties
Weekly Market Update June 16, 2025 Outlook Four concerns have been on top of mind for many investors this year: 1) DOGE-related layoffs impacting unemployment, 2) immigration policies negatively affecting the jobs market, 3) tariffs...
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Weekly Update: Resilient Labor Market
Weekly Market Update June 9, 2025 Outlook Despite four consecutive months of declining small business confidence1, businesses have continued hiring at a healthy pace.2 A solid jobs market implies consumers are generally in good shape....
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Weekly Update: Solid Monthly Advance in May
Weekly Market Update June 2, 2025 Outlook The Bureau of Economic Analysis (BEA) provides data for economic growth, primarily gross domestic product (GDP). When GDP is calculated, they typically remove inflation to show what's called...
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Weekly Update: New Bill & Ongoing Trade Developments
Weekly Market Update April 27, 2025 Outlook With so much geopolitical uncertainty, it helps to review some of the basic economic gauges. Both economic growth and inflation appear to exist at reasonable levels. The Atlanta Fed's real...
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One Big Beautiful Downgrade
Weekly Market Update May 19, 2025 Outlook A proposed congressional bill being referred to as "One Big Beautiful Bill" is a comprehensive package that combines tax policy changes, spending cuts, and other initiatives. This bill has...
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Video: Behind the Update (05/19/2025)
Behind the Update: We take a look at the proposed budget legislation making its way through Congress, referred to as One Big Beautiful Bill, and the downgrade of the U.S. credit rating by Moody's on Friday.
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Weekly Update: Equity Market Rips Higher on News of U.S. Trade Agreement with China
Weekly Market Update May 12, 2025 Outlook The 90-day tariff truce between the U.S. and China provides a sense of hope that some of the uncertainties of the past several weeks can be downgraded. When the 100%+ level of tariffs on both...
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Video: Behind the Update (05/12/2025)
Behind the Update: We take a look at the recently announced trade deal with the United Kingdom, see what the Federal Reserve announced last Wednesday, and note how GDP forecasts are tracking with the changing trade landscape.
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Weekly Update: Equity Market on a Run - Nine Straight Days of Gains
Weekly Market Update May 5, 2025 Outlook So how fast is the economy growing or shrinking? When the Bureau of Economic Analysis (BEA) releases the official Gross Domestic Product (GDP) report each quarter, it can be confusing. First,...
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Video: Behind the Update (05/05/2025)
Behind the Update: We take a look at the surprising contraction in GDP growth in the first quarter, and check in on Corporate profits now that the majority of S&P 500 companies have reported.
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From College Acceptances to Affordability: Considerations for Families in the Final Stretch
April is a pivotal time in the college admissions process. After years of preparation, saving, and investing—not to mention the countless hours spent on exam prep, campus visits, and perfecting applications and essays—the finish line...
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Video: Behind the Update (04/28/2025)
Behind the Update: We're watching to see if higher input costs at manufacturing companies lead to higher prices for consumers.
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Spring Into Financial Wellness: Actionable Steps for Financial Literacy Month
April isn’t just about filing taxes—it’s also Financial Literacy Month, a perfect opportunity to reflect on your financial habits, expand your knowledge, and take meaningful steps toward improving your financial well-being. Whether...
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Weekly Update: Trade Policy Developments
Weekly Market Update April 21, 2025 Outlook Similar to the S&P 500 Index, the Russell 3000 Index is a broad index of stocks and is weighted by size. In other words, both indices are constructed similarly, with large companies having a...
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Weekly Update: Stocks Rebound After 90-day Tariff Pause Announcement
Weekly Market Update April 14, 2025 Outlook Currently, the CNN Fear & Greed index sits at a lowly 13 on a scale of 0-to-100.1 Very low levels like today are often associated with market lows and, therefore, often more opportunistic in...
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Weekly Update: Tariff Uncertainties Take a Toll on the Markets
Weekly Market Update March 31, 2025 Outlook The wealth effect is a behavioral finance theory that suggests when household wealth increases, consumers' sense of financial security rises - leading to an increase in spending. Conversely,...
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10 Things You Can Do Now to Help Simplify Your Estate for Your Heirs
One of the greatest gifts you can give your loved ones is a thoughtful estate strategy that outlines your wishes after you are gone. Discussing estate details with your team of professionals is another way to help manage your legacy...
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Weekly Update: Softer than Anticipated Inflation Provides Relief
Weekly Market Update March 17, 2025 Outlook Last week's market slide was more about fear than actual bad news. As of Friday, 98% of S&P 500 companies reported earnings for the most recent quarter with 75% beating expectations vs a...
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Weekly Update: Stable Labor Market
Weekly Market Update March 10, 2025 Outlook Despite some caution on the part of investors over the potential short-term economic risks associated with tariffs, new immigration policies, and DOGE layoffs, we remain cautiously...
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Weekly Update: Market Volatility is Inevitable
Weekly Market Update March 3, 2025 Outlook The CNN Fear and Greed Index measures 7 technical indicators of market risk. When it dips below 20, the market is in a state of "Extreme Fear". This seems to happen a couple times a year, and...
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Don’t Leave Money Behind: Finding Your Missing 401(k)s
You've worked hard throughout your life to build assets to support your retirement. As financial professionals, one of the most critical functions we provide is helping clients determine their retirement income needs and structuring a...
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Weekly Update: Markets Open on Track to Recover from Friday's Sell-off
Weekly Market Update February 24, 2025 Outlook The S&P 500 Index is a broad representation of the 500 largest stocks and is known as a large-cap market index. The lesser-known S&P 600 is a broad representation of the next 600 largest...
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Weekly Update: Inflation is Running Hot, but the Economy is Strong
Weekly Market Update February 18, 2025 Outlook Investors seeking to grow their assets over time generally allocate a portion of their assets into the stock market as stocks tend to do very well over the long term.1 Further, stock...
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Tax Season Brings a New Wave of Identity Theft Risks
Tax season brings a new wave of identity theft risks, with criminals ready to exploit your personal data to file fraudulent tax returns in your name. Imagine the shock of discovering that a criminal beat you to filing your...
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Weekly Update: Job Creation Moderates While Unemployment Improves Leading to Mixed Results
Weekly Market Update February 10, 2025 Outlook When the portion of the workforce that is working part-time for "economic reasons" is rising, it is typically not a good thing. This is because when times are good, those particular...
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Weekly Update: Will New Administration Improve Investor Confidence?
Weekly Market Update January 21, 2025 Outlook As per the American Association of Individual Investors (AAII), investor sentiment has declined significantly as of late. Specifically, there are currently 15% more bearish investors than...
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10 Facts You May Not Know About Social Security
Social Security is often misunderstood or underestimated in retirement strategy. However, as financial professionals, we've seen how it can play a crucial role in our clients' overall financial strategy, regardless of their income...
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Aviance's Weekly Market Update
Weekly Market Update January 13, 2025 Outlook While T-Bills, Money Market Funds, and the Federal Reserve interest rate decisions get a lot of attention regarding "what rates are doing", they largely speak to the idea of short-term...
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Innovative New Year's Resolutions: Financial and Personal Growth Strategies for 2025
Looks like New Year's resolutions are still going strong in 2025! A recent Pew survey found that about a third of Americans kicked off the year with at least one resolution, and many people actually went for multiple goals. It's...
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Aviance's Weekly Market Update for 12/30/24
Weekly Market Update December 30, 2024 Outlook In 1992, Eugene Fama and Ken French published a paper that today is still widely studied by academics, students, and investment practitioners. The Fama-French Three-Factor Model explains...
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Aviance's Weekly Market Update 12/23/2024
Weekly Market Update December 23, 2024 Outlook 10-year treasury bonds are yielding 4.5% as of today. Treasury bonds are helpful to look at because it is generally accepted that they have very little credit risk so looking at these...
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Aviance's Weekly Market Update 12/16/2024
Weekly Market Update December 16, 2024 Outlook Inflation talk is not dead yet. The Fed sounded less dovish recently; "The economy is not sending signals that we need to be in a hurry to lower rates" (Jerome Powell 11/14/24). Further,...
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Navigating Healthcare Costs in Retirement: Life After Employer-Sponsored Health Insurance
As you approach retirement, a critical aspect of your retirement strategy can catch even the most financially savvy individuals off guard: healthcare costs. For decades, you may have enjoyed employer-sponsored health insurance. As...
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Aviance's Weekly Market Update 12/9/2024
Weekly Market Update December 9, 2024 Outlook Last week's jobs report painted a picture of continued overall strength with low layoffs and a rebound in hiring from the prior month.1 This is likely a key report for the Federal Reserve,...
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Aviance's Weekly Market Update 12/2/2024
Weekly Market Update December 2, 2024 Outlook The bull case for the stock market revolves around what we generally perceive as: • Strong consumers who are gainfully employed with reasonable household balance sheets • Businesses that...
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Aviance's Weekly Market Update
Weekly Market Update November 25, 2024 Outlook Sentiment matters. Or at least in our opinion consumer sentiment seems to be somewhat of a contrarian indicator. In January 2000, the stock market was in full swing. The University of...
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A Different Kind of Year-End Review: 10 Steps to Reflect and Recharge
Financial professionals typically have a year-round focus on monetary goals and wealth management strategies. However, we also believe that true financial well-being is intrinsically linked to your overall life satisfaction and...
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Aviance's Weekly Market Update
Weekly Market Update November 18, 2024 Outlook The third quarter earnings scorecard remains strong with 75% of S&P 500 companies having reported a positive EPS surprise - or better than analyst expectations (as of 11/15/2024).1 This...
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Aviance's Weekly Market Update
Weekly Market Update November 11, 2024 Outlook With the presidential election behind us, the market's level of uncertainty is reduced. More attention can now be focused on the general state of the economy and the potential impacts of...
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Year-End Giving Strategies: Maximizing Your Impact
America is a generous country. People with diverse backgrounds can unite for a good cause, whether to benefit their local communities or the broader world. As we enter the holiday season, now is a great time to think about your giving...
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Aviance's Weekly Market Update
Weekly Market Update November 4, 2024 Outlook As we enter into the post-election stretch for 2024, we believe the market is supported by a few notable conditions: • Overall favorable economic conditions including consumer spending...
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Aviance's Weekly Market Update
Weekly Market Update October 28, 2024 Outlook According to the CNN Fear & Greed Index1, investors are feeling greedy. Specifically, the measure shows strong performance of the stock market on both a momentum basis and relative to the...
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Exploring the Financial Impact of Electric Vehicles
As financial professionals, we’ve noticed a trend among our clients: an increasing interest in electric vehicles (EVs). To help address some of your questions, we’ve compiled this high-level guide to provide insights into some of the...
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Aviance's Weekly Market Update
Weekly Market Update October 21, 2024 Outlook Over the past 50 years, earnings for the S&P 500 have generally ranged between 6% to 8% annually, although it has varied considerably based on economic conditions.1 Currently the dividend...
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Aviance's Weekly Market Update
Weekly Market Update October 14, 2024 Outlook The High Yield Option Adjusted Spread (OAS) shows the yield advantage of high-yield (aka Junk) bonds over U.S. treasury bonds. Today, that spread is a low 3.0% versus an approximate...
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Safeguarding Your Identity: Essential Tips for Financial Security
Statistics show that nearly 33% of Americans have faced some identity theft attempts in their lives, and experts estimate there is a new case of identity theft every 22 seconds. As financial professionals, one of our primary goals is...
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Aviance's Weekly Market Update
Weekly Market Update October 7, 2024 Outlook The Department of Labor's recent Employment Situation Summary Report1 exceeded consensus expectations by a significant margin2 in both from a total hires and unemployment perspective. This...
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Aviance's Weekly Market Update
Weekly Market Update September 30, 2024 Outlook The stock market (S&P 500) currently sits approximately at its all-time high, inflation seems to be in check, the Fed is taking its foot off the brakes (so to speak, by lowering...
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Aviance's Weekly Market Update
Weekly Market Update September 23, 2024 Outlook The Federal Reserve lowered its target interest rate for overnight lending by 50 basis points (i.e. 0.5%) in what we believe to be the start of a rate lowering cycle. Typically, the Fed...
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The Impact of Elections on the Markets and Tax Policy
The Impact of Elections on the Markets and Tax Policy With Labor Day behind us, we're in the final stretch of the 2024 presidential election race. As we follow the news and parse the most recent polls, some may ask, "How might what...
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Aviance's Weekly Market Update
Aviance's Weekly Market Update Weekly Market Update September 16, 2024 Outlook The yield curve is a measurement comparing long-term bond yields to short-term bond yields. Much of the time, long-term yields are higher as lenders...
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Aviance's Weekly Market Update
Weekly Market Update September 9, 2024 Outlook Fears of an economic slowdown have put pressure on the stock market this week. Many of the key employment metrics (such as hourly wages, unemployment level, and changes in payrolls)...
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Aviance's Weekly Market Update
Aviance's Weekly Market Update Weekly Market Update September 9, 2024 Outlook Fears of an economic slowdown have put pressure on the stock market this week. Many of the key employment metrics (such as hourly wages, unemployment level,...
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Don’t Be A Victim Of The Retirement Crisis
Don’t Be A Victim Of The Retirement Crisis If you think the United States has a retirement crisis, you are not alone. A recent survey found that 79% of working-age Americans believe the same thing. That percentage is up from 67% in...
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Preparing to Send a Child Off to College? Don't Forget These Important Topics
Sending a child off to college is a major milestone for any family, whether you’re a parent, grandparent, or close friend. It’s an exciting time, filled with anticipation and perhaps a bit of trepidation. There’s so much to do, and...
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Do You Know About the New Filing Requirements for Small Business Owners?
If you are a small business owner—or plan to be one—you should be aware of a new reporting requirement. The Corporate Transparency Act (CTA), passed in 2021, changed beneficial ownership rules, which is expected to impact 32 million...
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Ten Common Estate Strategy Mistakes
Legacy preparation can play a key role in any financial strategy. Legacy management lets you consider what happens to everything you’ve accumulated—and may continue to accumulate—throughout your lifetime. But far too often, we’ve seen...
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Financial Wedding Tips for a Memorable “I Do”
As we enter the traditional wedding month of June, we wanted to explore the range of expenses that can be related to this special event. The average US wedding costs $35,0001 According to The Knot Real Weddings Study of nearly 10,000...
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How Much Do You Need To Retire?
A few years ago, there were ads from financial services companies asking, “What’s your number?” The number was the money you needed to retire comfortably. This was an effective way for financial services companies to get people...
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Identity Protection Strategies – Are You Doing Enough To Keep Your Information Safe?
There isn’t a week that goes by when you don’t read about some data breach. Safeguarding your personal information starts with understanding cybersecurity risks, knowing what to look for, and doing everything you can to help protect...
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Create a Strategy to Protect Your Wealth with Potential Estate Tax Changes Looming
At the end of 2025, portions of the Tax Cuts and Jobs Act (TCJA) are set to expire. Many changes will come with the sunsetting of many rules, including the possibility that federal estate and gift tax exemption levels will revert to...
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Give Your Children the Gift of Financial Literacy
Give your children the gift of financial literacy. They’ll thank you later! As a parent, you are well aware of your responsibility in helping your children grow up happy and healthy. Once they enter their teen years, the pressure can...
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Investing in a Presidential Election Year
As the presidential election race heats up, a common question on investors’ minds is, “How might the looming White House vote impact the markets?” Some may wonder if they should tweak their portfolios or sit tight...
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SECURE Act 2.0 Includes New Provision On Special Needs Trusts
Experts estimate there are more than 44 million people with disabilities in the U.S., representing 13.4% of the population.1 Many parents of children with disabilities choose to establish a special needs trust. This can help provide...
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Rules and Regulation Changes That Could Impact Your Finances in 2024
In the ever-evolving financial landscape, staying informed about the latest changes and potential implications for your retirement savings is crucial. Shifts in retirement regulations define 2024, and we’re committed to keeping...
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The Psychology of Love and Money
Money can be a touchy subject, especially regarding our closest relationships. Whether we like it or not, finance plays an integral role in our partnerships, families, and friendships. So, how can we foster healthy attitudes and...
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7 Financial Tasks to Complete Before 2024
Kickstart Your Finances for a Prosperous New Year As the year draws to a close, it’s the perfect time to reflect on your financial health and make strategic moves to set yourself up for success in the coming year. Whether...
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A Year-End Tax Checklist for High-Net-Worth Individuals
Proactive Planning for a Stronger Strategy in the New Year and Beyond As the New Year approaches and the hustle and bustle of the holiday season engulfs us, year-end tax planning may not be the foremost concern for high-net-worth...
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