Please use the link below to read an article prepared by Dimensional Fund Advisors:
This Has Been a Test: Developing a Financial Plan You Can Stick With
In today’s world, filing for Social Security may seem like a standardized process. Many people think that the day they qualify for benefits is the day they need to file. However, you might want to think again. The decision you make today might affect the benefits...
On April 2nd, President Trump announced unprecedented global tariffs that sent shockwaves throughout the global markets. As a result, the S&P 500 lost over 10% in two days. Though we have experienced volatility like this in the past (i.e. 1987, the Financial...
In Episode 5 of the “Building Your Wealth Bridge” podcast, our advisors discuss the following: • William E. Will, CFA, Financial Advisor, speaks on the recent tariffs making headlines and offers some historical perspective on news events of the past and how...
One of our advisors, George McCabe, CPA, wrote a guidebook for investors and other fellow financial advisors.
Set up a meeting with our virtual family office to get a second opinion on financial planning needs.
Why Timing Your Wealth Transfer Matters One of the most important decisions affluent families face is when to transfer wealth to their children. Should you make gifts during your lifetime, or wait and leave assets as an inheritance? Each path carries distinct estate...
Anonymous charitable giving has risen over the past decade. For many donors—especially those with complex family, business, and community profiles—choosing to give without attribution can provide meaningful benefits. Below are three practical reasons to consider...
IS NOW THE TIME TO REVIEW YOUR MEDICARE PLANS? When it comes to joining or switching Medicare plans, there are three different enrollment periods to consider: Initial Enrollment Period (“IEP”) When you first became eligible for joining a Medicare plan....