"From the Bay to the Blue Ridge"
By Carl Trevison and Stephen Bearce Gather All Your Assets Investment planning is like doing a jigsaw puzzle except the pieces don’t always come in one box—often you have to gather them from a variety of sources. When putting an investment plan together, you have to combine information on assets, debt, insurance, and more to […]
By Carl Trevison and Stephen Bearce Financial Lessons You Can Learn from Retirees Does this scenario sound familiar? • When the market is up, an investor feels good and buys stocks. • When the market is down, that same investor gets scared and sells. Although reacting like this may feel right at the time, the […]
By Carl Trevison and Stephen Bearce Is a Will or Trust Right for You? If you have a will, there’s a question you should be asking yourself: “Do I also need a trust?” You might be surprised. A revocable living trust can be a useful estate-planning tool for people at all income levels, not just […]
By Carl Trevison and Stephen Bearce How to Plan a Retirement Timeline Retirement planning can be challenging, but creating a timeline can help ensure your savings stay on track. Here are some expert tips for helping to ensure your retirement plans are on schedule at every stage. Set an income goal—and know that […]
By Carl Trevison and Stephen Bearce Invest In What Matters to You If you’re seeking the ability to align your financial goals with your personal values and social concerns that are important to you, social impact investing (SII) may be a consideration for your portfolio. “Socially responsible, sustainable, values-based, ethical, green, ESG (Environmental, Social, Governance), […]
By Carl Trevison and Stephen Bearce Personalize Your Social Security Payout Strategy Only you can decide if claiming Social Security at age 62 or waiting to claim later makes more sense. Lifestyle and philanthropic intentions, marital and employment status, and gender are all factors. When do you claim? If you’re in a position to think […]
By Carl Trevison and Stephen Bearce Review Your Investment Objective Periodically reviewing your investments to ensure they are on the right track is an important and meaningful measure in working toward your financial goals. Here is a simple but valuable way to get more from your investment strategy. When your next brokerage statement arrives, check […]
By Carl Trevison and Stephen Bearce Setting Personal and Family Wealth Goals There’s a Finnish quote, “Happiness is the place between too little and too much.” In our culture that’s so driven by having more, no matter what we already have, this can be a smart and helpful bit of advice. For families just starting […]
By Carl Trevison and Stephen Bearce Think Strategically When Donating to Charity Planning ahead for taxes may help increase your charitable giving’s impact. A variety of strategies are available for incorporating tax planning into charitable giving. Your particular situation will help determine which strategy, or strategies, may be right for you. Estate taxes are unlikely […]
By Carl Trevison and Stephen Bearce Focus on year-end tax planning Our company is committed to helping you succeed across all areas of your financial life. Here are five considerations to think about when it comes to tax planning. Five areas to consider at year-end: 1. Analyze your investment portfolio. • Review your portfolio to […]
