{title} icon

Financial Services Articles

 

College Costs: How to Maximize Your Return on Investment

College Costs: How to Maximize Your Return on Investment

Posted by Jeffrey Budzinski on May 27, 2020

Many families view college as an investment in their children's futures, but the novel coronavirus (COVID-19) pandemic is causing families to reevaluate their options — and, in some cases, make major, life-altering changes. Here's an overview of how much it currently costs to pursue an undergraduate degree and strategies to consider to cut higher education costs during these uncertain times.

> Read More
Business Continuity Plans

Business Continuity Plans

Posted by Jeffrey Budzinski on April 22, 2020

As a business owner, you’ve worked hard for your success. The long hours, the difficult decisions, and the sacrifices you have made have led to where you are today. The last thing you want is to suffer a disruption to your business. However, in the event that you do experience an unavoidable mishap­, it may be smart to have a Business Continuity Plan (BCP) in place.

> Read More
Now May Be a Good Time for a Roth Conversion

Now May Be a Good Time for a Roth Conversion

Posted by D’Marie Murray on April 06, 2020

When life gives you lemons, make lemonade. The financial markets have plummeted over the last month. But there's an upside for long-term investors: Low market values may provide a tax-smart opportunity to convert your traditional IRA to a Roth IRA. This strategy is simple, but it's not right for everyone. Here are some factors to consider before you execute a Roth conversion in 2020.

> Read More
March 2020 Market and Economy Update

March 2020 Market and Economy Update

Posted by David Schlein on March 13, 2020

This March video provides an update and recounts the top events that have affected the market and economy in the last several weeks.

> Read More
Coronavirus Update: Stock Selloff might be Exaggerated; Economic Impact Still Unclear, Fear Remains

Coronavirus Update: Stock Selloff might be Exaggerated; Economic Impact Still Unclear, Fear Remains

Posted by David Schlein on March 04, 2020

Concern remains elevated about the coronavirus behind an epidemic in China and other countries. On Friday, Feb. 28, the World Health Organization raised the global risk for the new virus from “high” to “very high,” and markets sent a clear message: investors fear the spillover effects of the coronavirus.

> Read More
Coronavirus Roils Global Markets, Investment Portfolios

Coronavirus Roils Global Markets, Investment Portfolios

Posted by David Schlein on February 27, 2020

The outbreak of new coronavirus strain COVID-19 came at a particularly vulnerable point in the global business cycle, and it appears that a meaningful amount of both panic and hysteria in the last few days reflects a rapid rise in investor uncertainty.

> Read More
December 2019 Market and Economy Update

December 2019 Market and Economy Update

Posted by David Schlein on December 23, 2019

The December market and economy update discusses the economic expansion and the strong jobs report.

> Read More
Preserve Your Happy Family With a Total Return Unitrust

Preserve Your Happy Family With a Total Return Unitrust

Posted by D’Marie Murray on December 03, 2019

When the interests of trust beneficiaries come into conflict, everyone in the family can suffer. If your trust includes both “lifetime” and “remainder” beneficiaries, it's possible to align the interests of both groups with a total return unitrust.

> Read More
Year-End Strategies to Reduce AGI

Year-End Strategies to Reduce AGI

Posted by Brian Kern on October 23, 2019

Reducing your current-year adjusted gross income (AGI) is usually a tax-smart idea.

> Read More
Year-End Tax Planning Moves for Small Businesses

Year-End Tax Planning Moves for Small Businesses

Posted by Kerry Roets on October 17, 2019

Due to political gridlock, federal tax law hasn't changed much since the Tax Cuts and Jobs Act was enacted. Most of the provisions affecting businesses went into effect last year, so the year-end tax planning strategies that worked for 2018 may still be valid for the current tax year, but your specific tax situation might be different.

> Read More
Page 1 of 2 pages  1 2 > 
SIGN UP TO RECEIVE OUR LATEST ARTICLES, NEWSLETTERS, AND EVENTS. SIGN UP

Comprehensive. Proactive. Accessible.
How Can We Help?