Our team of skilled professionals share their expertise on financial planning, wealth management, investing, the economy and the latest market trends.

 

Insights and Interests

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Education Planning

Graduation season is here and reminds us of the importance of education planning for our clients and their families. The task of preparing to send your student to college may seem daunting and there are many factors that should go into the decision, but active forethought and planning are crucial to properly financing your child’s education.

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P&C Insurance

Insurance has been on many peoples’ minds lately driven, in a lot of cases, by the myriad natural disasters and spikes in vehicle and parts related thefts occurring over the last couple of years. Disasters such as the Marshall fire that occurred just west of Denver in December 2021 and destroyed 1,084 residential structures, and the deep freeze that affected all of Texas and much of the Midwest February 2021, are just a few of the recent events that have taken a significant toll. The loss of life and economic damage from these events were catastrophic for those impacted. And although events such as these are out of our control, there are things that can be taken away from these events and things that you can do proactively to help minimize your potential for financial loss.

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Charitable Insights

Having a deadline is helpful to many of us. In such a busy world with so many things coming at us from different directions it is easy to put things off that don’t have a deadline. Most who are charitably inclined are passionate about the charities they support and often times are able to contribute additional funds because of the resulting tax benefit. The December 31st tax deadline, however, has moved most of us in the direction of gifting when that deadline nears. As that deadline nears this year, we encourage you to consider how your charitable ideals are being incorporated into your overall financial plan.

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Navigating Biden's Tax Plan

You’re probably familiar with the old Benjamin Franklin adage that “in this world nothing can be said to be certain, except death and taxes.” But when it comes to the tax code provisions themselves, the only certainty is that those provisions will change.

Given the prospect of future potential changes under the Biden administration, here are some helpful tools that we use when thinking about how those potential changes may impact taxpayers.

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Estate Planning Basics



Estate planning is a topic shrouded in myth, misinformation and emotion. Though the details can get complicated depending on specific situations, there are basics that provide a foundation for good estate planning. This piece will outlines:

- The four main methods property is distributed upon an individual’s death;

- The important components for an estate plan; and

- Why having a personalized estate plan is vital.


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Quarterly Newsletter

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First Quarter 2022

During Q1 2022, global equity and fixed income returns were largely negative as persistent inflation, rising interest rates, and Russia’s invasion of Ukraine dominated headlines. We review these and other major drivers of the markets in this edition of our Quarterly Commentary.

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Fourth Quarter 2021

Although equities market returns were strong during 2021, we faced many challenges that will persist into 2022. However, the economy continued to advance as it continues to adapt to the everchanging COVID-19 landscape.

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Third Quarter 2021

“The supply chain stuff is really tricky.” - Elon Musk

As the leaves began to change in September, investor sentiment also started to shift. Concerns about supply chain issues, elevated levels of inflation, the COVID-19 delta variant, and the potential for increased taxes all weighed on investors’ minds. Global stocks declined during the month of September and ended the quarter down 1%. US stocks were also down in September but ended the quarter with a slight gain. We explore these topics and more in the enclosed commentary.

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Second Quarter 2021

“Humility is not thinking less of yourself, it’s thinking of yourself less.” – C.S. Lewis

In Q2 2021, equities markets posted solid gains, while scarcity of resources propelled wages and inflation, and discussions around monetary policy and interest rates.

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