by Sarah Duey, JD, CFTA, CAP®, Vice President, Trust Services
Who wants to spend an afternoon thinking about their mortality? No one, which is why more than half of Americans don’t even have a will.
The foundation of your estate plan is a Last Will and Testament. Read more
Debbie Taylor’s featured article, “The Four Pitfalls of Having No Financial Plan” from Ramsey Neighbors in June 2019
Everyone should have a financial plan. Find out why! Read more
Watch out for crooks impersonating I.R.S. agents (and financial industry professionals).
Do you know how the Internal Revenue Service contacts taxpayers to resolve a problem? The first step is almost always to send a letter through the U.S. Postal Service to the taxpayer.1 Read more
A windfall from a loved one can be both rewarding and complicated.
Inheriting wealth can be a burden and a blessing. Even if you have an inclination that a family member may remember you in their last will and testament, there are many facets to the process of inheritance that you may not have considered. Read more
Building wealth requires protection from the forces of wealth destruction.
When you are planning for your future, what do you think about? You may think about your retirement, enjoying having the time and money to take trips and pursue your interests. Read more
The S&P 500 surged 4.5% last week as optimism about the Federal Reserve cutting rates and the quick end to potential tariffs on Mexican goods pushed markets higher. The global MSCI ACWI soared 3.6% as international markets participated in the surge, but not as much as domestic markets. The Bloomberg BarCap Aggregate Bond Index gained 0.4% as weak jobs data and the hopes of interest-rate cuts pushed rates lower and bond prices higher. Read more
The Week Ahead: Answer 3 Questions Before Taking Social Security. Find out the truth about long-term investing.
High net worth investors face investment challenges that some would consider unique to their financial status. The fundamental tenets of investing apply just as equally to them as any other investor, but these investors need to be mindful of issues that typically arise only from substantial wealth.