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Thursday, October 28, 2021

On September 13, 2021, the House Ways and Means Committee released a tax proposal to fund the Build Back Better Act. Although the Act has not been signed into law, the potential consequences to current estate and financial planning...

Thursday, October 28, 2021

Recently, hackers have become even more savvy at garnering our personal information through our personal computers. They can duplicate our email addresses, coax us into clicking on a link or promise us we have won a substantial amount...

Friday, October 1, 2021

We often get questions about options (although we do not incorporate them into our clients’ wealth management plans). These questions range from curiosity about the impact of trading options on the overall market to pointed ones...

Monday, August 30, 2021

Having a baby is an adventure that involves many significant emotional and financial decisions. Initial concerns range from which diapers to use to which car seat is safest. In the next phase, after seeing the quotes for various...

Thursday, July 29, 2021

We have had the opportunity to work with many young investors this year. This got me thinking about how I managed my finances when I was a young adult. What wisdom could I share with my younger self? I thought about finances and saving...

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Wednesday, June 30, 2021

Are you a business owner thinking about exiting your company? Which exit strategy will benefit you most? It is a tough move to undo, and you should know the pluses and minuses going in. While the number of exit routes seems unending,...

Thursday, May 27, 2021

As a wealth management firm, we focus on the process: your investments, your plan, and your professional advisory team. We help you and your family make smart decisions about your wealth to help mitigate taxes, take care of your heirs,...

Tuesday, April 27, 2021

It is nearly impossible to block out the noise, but it is imperative that you do so when it comes to investing! From the time our eyes open in the morning to the moment our heads hit the pillow, there is a constant stream of...

Monday, March 29, 2021

The tax deadline is quickly approaching! Below is a list some tax related items you may want to consider as you prepare your 2020 federal income tax return. Many of these changes result from Congress’s response to the COVID-19...

Wednesday, February 24, 2021

Building a business is kind of like being a parent. You start with an infant enterprise that needs constant attention and often deprives you of sleep, absorbs a big chunk of your savings, and pushes all of your hobbies to the back...

Wednesday, January 20, 2021

While divorce is certainly not my favorite subject to write about, it is necessary to cover to keep our clients and friends informed. Even if you are happily married, odds are one of your family members or closest friends will be a...

Thursday, December 31, 2020

Each year on January 1st, Lisa and I find a great brunch place to review our prior year goals and to set new ones for the coming year. Our 2020 goals now seem from another age (especially when it came to our travel aspirations for the...

Monday, November 30, 2020

As families gather together during the holiday season, it is a good time to reflect on our abundant blessings. It is also a time when many families consider how they can share their good fortune with others or help fund a particular...

Wednesday, October 28, 2020

With election day approaching, we wanted to share this short video from Dimensional Fund Advisors entitled How Much Impact Does the President Have on Stocks? The video provides an overview of the many variables that affect stock prices...

Wednesday, September 16, 2020

One of our clients was recently contacted by a fraudster who claimed to be from the Department of Justice and was asking for personal information. If you get one of these calls, hang up! Do not become the victim of fraud. Click here to...

Monday, August 31, 2020

While some will suggest that a certain president or party is "good" or "bad" for the markets, this video from Dimensional Fund Advisors reminds us that markets have historically rewarded long-term investors who stay invested under a...

Tuesday, July 28, 2020

View PDF here Abcd Email was new until it wasn’t. Venmo was new until it wasn’t. Online Zoom meetings were new until they were the only thing that filled our work schedule. Cryptocurrency (crypto) may be no different. Its...

Monday, June 22, 2020

View PDF Here Abcd During the first two quarters of this new decade, we have seen wild and dramatic fluctuations in stock prices. We have witnessed equity markets make a month or even two months’ worth of moves in a single day!...

Sunday, May 31, 2020

View PDF here 1 Across the country, nonprofits of all types and sizes are in extreme distress. As we have seen during times of crisis – be it a recession, hurricane or the current COVID-19 pandemic, the demand for services from...

Thursday, April 30, 2020

Like most families and businesses, Ullmann Wealth Partners adapted to the “Safer at home” order. Our physical office has been open every day during this time with a skeleton staff, but most of our employees have worked from...

Wednesday, April 29, 2020

This blog post links to an article by Andy Reed, PhD and Vice President of Behavioral Economics at our custodian Fidelity Investments, who gives some suggestions based on his behavioral research on how your social connections can help...

Monday, April 20, 2020

View PDF version Abcd On March 27, 2020, The Coronavirus Aid, Recovery, and Economic Security (CARES) Act was signed into law by President Trump. This sweeping $2.2 Trillion stimulus law establishes many programs, loans, grants, tax...

Monday, April 13, 2020

What, How and Why? Most of our conversations with you in the past two months have centered on one or all of these questions: What are we doing to take advantage of this equity market decline? How are we implementing those changes? What...

Wednesday, April 1, 2020

In the course of a recent lunch, I noticed that the servers had to balance plates in their right hand while opening the door to the outside patio with their left hand (because of fire code, the door swings in towards the bar...

Friday, March 27, 2020

Our responsibility to you, our clients, is above all else to manage your wealth: adjusting and rebalancing as necessary so you can come out of this crisis stronger financially. That is what we are doing and will continue to do for you...

Sunday, March 1, 2020

View PDF version Abcd You have worked for many years and dreamed of retirement. For much of your career, retirement was so far in the future the concept might have seemed far-fetched and hard to visualize. Now, as you are getting...

Thursday, January 30, 2020

There are several reasons the month of January is known as “Divorce Month.” Many people put off filing for divorce during the holidays for their children’s sake or they remain married through December 31 so they can...

Wednesday, January 1, 2020

This blog post links to an excellent article by Northern Trust which outlines several ways you can prepare for unexpected health care costs beyond primary insurance coverage. Following these strategies, may provide you with peace of...