Year-end Planning Checklist

By Carl Trevison and Stephen Bearce Year-end Planning Checklist Taking these ten actions before year-end will help ensure you’re still working toward your financial goals—and that you’re prepared for the upcoming tax season. 1. Review your portfolio with your financial advisor to help ensure your allocation still aligns with your goals. 2. Ask your financial […]

How the CARES Act Could Yield Tax Benefits for Charitable Giving

By Carl Trevison and Stephen Bearce How the CARES Act Could Yield Tax Benefits for Charitable Giving Many individuals are looking for ways to give back during the coronavirus pandemic. What you may not know is that the Coronavirus Aid, Relief, and Economic Security (CARES) Act contains provisions that could make it easier to take […]

Are You Prepared for a Financial Emergency?

By Carl Trevison and Stephen Bearce Are You Prepared for a Financial Emergency? Mother Nature certainly has grabbed her fair share of headlines the past few years. From blazing wildfires in California to devastating floods in the Midwest, from massive hurricanes along the coasts to sweeping tornadoes across the Plains—millions have been affected by the […]

Six Priorities for the Sandwich Generation

By Carl Trevison and Stephen Bearce Six Priorities for the Sandwich Generation The “Sandwich Generation”—adults caring for aging parents as well as children—faces several stressful challenges that come from trying to juggle everyone’s needs. One of those top stressors: finances, such as how to cover education and health care costs and still save enough for […]

Are You Prepared for a Financial Emergency?

By Carl Trevison and Stephen Bearce Are You Prepared for a Financial Emergency? Mother Nature certainly has grabbed her fair share of headlines the past few years. From blazing wildfires in California to devastating floods in the Midwest, from massive hurricanes along the coasts to sweeping tornadoes across the Plains—millions have been affected by the […]

Build Your Portfolio on a Solid Foundation

Financial Focus By Carl Trevison and Stephen Bearce Build Your Portfolio on a Solid Foundation Asset allocation is to investment planning what the foundation is to a house or the chassis is to a car. It’s what everything else is built upon. And just as important as constructing a house on a firm foundation, having […]

Five Ways to Help Protect Your Family from Fraud

By Carl Trevison and Stephen Bearce Five Ways to Help Protect Your Family from Fraud From listening to music to ordering groceries, almost all aspects of our daily lives are connected to the Internet in some way. Nearly a third of Americans say they’re “almost constantly” online, with 81% using the Internet at least once […]

Social Security and Retirement: Claim Benefits Sooner or Later?

By Carl Trevisan and Stephen Bearce Social Security and Retirement: Claim Benefits Sooner or Later? When it comes to Social Security and retirement, you may have conflicting viewpoints: On the one side, you hope to start collecting your benefits as soon as you’re eligible—after all, it’s your hard-earned money. On the other side, you know […]

Five Ways to Run With an Aging Bull Market

By Carl Trevison and Stephen Bearce Five Ways to Run With an Aging Bull Market After a decade of reaping the benefits of a bull market in U.S. stocks, today’s investors face a volatile market—and proper positioning of your portfolio in the face of mixed economic signals has become increasingly important. In the “2019 Midyear […]

How to Raise Kids with Money Smarts

By Carl Trevisan and Stephen Bearce Parents have a responsibility to teach their children about finances—and that’s true for wealthy families and less affluent families alike. Kids are smart enough to pick up on signals that their family may have more than others. But if the conversation stops at the benefits that money can bring, […]