First Financial Insights
Working With a Wealth Management Advisor
Wealth management can be summarized as the problem of more. Affluent individuals have more assets to manage, but this also means they have more assets
Investing During a Market Downturn
Burton Malkiel is a widely respected economist who was trained at Harvard and Princeton University, where he currently teaches, served as dean of Yale School
Economic Commentary | The Inflation Battle Continues
The inflation news is confusing, and we want to take this opportunity to help clarify why. We’ll start with the fact that the Fed is
Tax Strategies For High-Income Earners
High-income earners have a target on their backs, and you may be one of them. The IRS has a strategy in force to target and
Economic Commentary – Inflation, Recession & The Fed
The Fed’s move this week (6/13/22 – 6/15/22) to increase the Fed Funds rate by 0.75% was a surprise, and the market hates surprises and
Understanding the Family Limited Partnership
What is a Family Limited Partnership A Family Limited Partnership is simply a formal partnership where the partners are family members. Like other partnerships, a
Economic Commentary – Recession Worries
We start with the acknowledgement that multiple commentators are predicting a recession, and multiple sources – sometimes the same ones – are predicting a significant
6 Essential Wealth Preservation Strategies
Developing wealth preservation strategies has always been an essential part of retirement planning. However, today it is even more critical for one specific reason: the
Economic Commentary | Russia And Ukraine In Perspective
Russia and Ukraine in Perspective We all awakened this morning, February 22nd, 2022, to what was assumed as inevitable – Russia would invade at least
Economic Commentary – Trends and Transitions
This economic commentary comes at a year-end and, therefore, the beginning of a new year. It’s probably expected that we will recap what happened this
Economic Commentary – The Stock Market Paradox
A paradox is a “situation, person or thing that combines contradictory features.” That is a perfect description for the stock market of the last several
How to Avoid Estate Tax
America is still a place where if you work hard, save your nickels and dimes and practice prudent financial strategies, you can build substantial wealth
How to Choose a Property Management Company
Operating a rental property is challenging work because modern buildings are unrelenting in their demand for care. The property needs to be protected from seasonal
Economic Commentary – The Economy & Inflation
We hear two major themes in the questions being asked by clients these days: is the stock market heading for a correction, and what will
How Long Will $500,000 Last in Retirement?
How long will $500,000 last in retirement is a great question to be asking as you approach, or are in, that 50s decade of your
Pension vs 401k | What You Need To Know
Pension vs 401k Pensions and 401ks are two retirement plans that often get confused with one another. People say they have a “pension” when they
Economic Commentary – The Economic Horizon
Underlying Strength The economy is strong, certainly stronger than anyone would have predicted from the depths of the Covid recession last year, and the question
Saving For Retirement At 50
Saving for retirement is one of the most important baseline financial steps you must take in order to have a successful retirement. As basic as
High-Net-Worth Financial Planning
High Net Worth Financial Planning: What Does It Look Like? It’s a simple statement, but it’s true: Financial planning is an important consideration for just
How to Deal with Inflation in Retirement
Inflation, the general increase in the price of goods and services, has multifaceted effects on retirees. While localized price fluctuations occur due to changes in
Economic Commentary – The Future and Beyond
There is a lot of doom and gloom in the air, but there is a significant amount of very positive news to consider as we
7 Retirement Planning Mistakes to Avoid
Retirement planning is crucial for building and funding the type of life you want to live after exiting the workforce. By making effective investments, addressing
What is a Recession, Exactly?
Recessions are an unfortunate fact of life. These economic downturns happen occasionally, and the broad economic factors that cause them are outside of any single
Fiduciary vs Financial Advisor: An In-Depth Comparison
Understanding the difference between a financial advisor and a fiduciary is critical to your financial success. If you need a financial professional for advice, you