Financial Advisor Insights

It's true: the idea of living without a mortgage payment sounds enticing. On the surface, it may also seem like a no-brainer financially...paying off debts is typically considered a positive thing. […]

Unhappy with your tax refund? Surprised to learn you actually owe more? Now is the time to make changes for the current tax year to avoid a similar outcome next April. Consider charitable giving […]

If you've ever heard excerpts from the latest Apple earnings report, you may have thought, 'so what?' Well, for many investors, Apple's relative performance could impact your own bottom line. As of […]

Estate planning is the process of preparing wills and other legal documents to distribute your assets and make arrangements for your wishes to be carried out in the event of your death or […]

A Restricted stock award (RSA) is one type of equity compensation that employers can offer to boost employee retention and better align the financial interests of staff and executives to the […]

For most parents, it's a trifecta: help your kids learn about investing, save for retirement, and get fast-tracked to becoming a millionaire. It's possible, and surprisingly attainable. Here's how it […]

Timing is everything. Unfortunately, it likely isn't possible to un-do a decision to retire if the market takes a dive shortly thereafter. We all know the financial markets can be volatile, and ups […]

For those who are charitably inclined, changes to the tax code that went into effect in 2018 may require adjustments to your previous strategy to receive financial benefits from your planned giving. […]

Why do individuals leave their retirement plan behind when switching jobs? In most situations, it is for one of two reasons: they didn't know what their options were or they never got around to […]

There's truly no better time than the present to get your finances set up for the New Year. Unfortunately, for many busy professionals, there just isn't enough time in the day to tackle seemingly […]