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  • Potential Tax Law Changes Under a New Administration The 2017 Tax Act contained sweeping changes to the federal tax code for individuals, families, estates, and businesses. How long the Act will remain the law of the land is largely dependent on the outcome of the upcoming elections.
  • Buy-Sell Agreements Need Regular Check-Ups Buy-Sell agreements are commonly implemented by business owners to place legal limitations and guidelines on future transfers of their business interests, thereby securing a smooth transition of the business. Properly documented buy-sell agreements also help to assure the continued success of the business by avoiding conflicts between business owners.
  • Low Interest Rates Present Numerous Wealth Planning Opportunities One of the few silver linings in the recent economic cloud is that interest rates are at historically low levels. In addition to mortgage refinancing opportunities and low payment obligations on variable loans, low interest rates present an opportunity to take advantage of certain wealth transfer strategies that are more favorable in low interest rate environments.
  • The SECURE Act of 2019 The Setting Every Community Up for Retirement Enhancement (SECURE) Act provides more incentives to save during retirement with tax-deferred benefits. The SECURE Act eliminates age restrictions to participate in retirement plans, increases the age for Required Minimum Distributions (RMDs), and allows small businesses to offer 401(k) plans.
  • Investment Returns After Major Market Sell-Off In an examination of historical short-term losses in the S&P 500 and its subsequent period returns, Michael Batnick, CFA (@michaelbatnick) shows that the further stocks fall, the greater annual returns you can expect going forward. For example, if you had a drawdown of 25-30%, your annualized average rate of return over the next 3, 10, and 20 year periods were 8.5%, 6.9%, and 9.6%, respectively.