The Number One Mistake People Make in Estate Plans

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 Estate planning is complex, but the number one mistake people make is actually quite simple. Perhaps so simple that it is overlooked: Coordinating the title of assets with the plan. After years of meeting with clients, estate planners agree this is a consistent theme. It can be disturbing how often the assets do not seem […]

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Amid Trade Tensions, Gold Loses Its Shine as a Haven

Precious metal mainly influenced by U.S. interest rates and the dollar

Why Investors Aren’t Worried China Will Weaponize Its Treasurys Hoard by Diane Kruger of the WSJ

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Why Investors Aren’t Worried China Will Weaponize Its Treasurys Hoard

China holds $1.18 trillion in U.S. government bonds, but it’s unlikely to dump them in response to rising trade tensions

The Deadly Risk of Losing Your Financial Nest Egg by Susan Pinker from the WSJ

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The Deadly Risk of Losing Your Financial Nest Egg

A new study suggests that having a financial adviser may extend your life.  Let us help you plan a future for your retirement nest egg.

Many people lost their life savings in the last recession. New research on […]

Global Risk Roundup with Ian Bremmer

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Ian Bremmer

Ian Bremmer
Founder, Eurasia Group

Political scientist Ian Bremmer says that despite a strong global economy and resilient financial markets, the likelihood of a big, unexpected crisis is creeping […]

Financial Terms Made Simple by TIAA CREF

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Glossary of Financial Terms to make understanding Wealth Management easier.

 

Accrued Interest– The amount credited to a bond or other fixed-income security between the date of the last payment and the date when the security is sold, or any intermediate date.  The buyer usually pays the seller the security’s price plus the accrued interest.

Asset Allocation– In […]

Impatient Investors Get Caught in the “Return Gap” A fascinating article about behavioral tendencies in finance.

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Impatient Investors Get Caught in the ‘Return Gap’

By: Derek Horstmeyer for the Wall Street Journal

Investors on average lose 1 to 2 percentage points a year because of behavioral inefficiencies, writes this professor

Dust off your estate plan: 10 common pitfalls to avoid by Kevin Ruth, Head of Wealth Planning and Personal Trust, Fidelity Viewpoints

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Your estate plan should be reviewed regularly to ensure that it continues to meet your needs.

 

Do you remember when you last reviewed your estate plan? If the answer is when you first signed the stack of documents at your attorney’s […]

6 Reasons you should consider a trust

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6 reasons you should consider a trust

Trusts can help you control your assets and build a legacy.

Key Takeaways

  • Trusts can help pass and preserve wealth efficiently and privately.
  • Trusts can help reduce estate taxes for married couples.
  • Gain control over distribution of your assets by […]

Client Achievements

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WFA client Hal Forney (age 86) and his daughter Donna, completed the 13 mile Tour de Cure bike ride raising over $2500 for the American Diabetes Association.

Way to go Hal and Donna!

We are very proud of […]

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