Blog

April 2020
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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 area—but to serve food you have to pull the door towards you). Having witnessed this for several minutes, I got up from our high top to open the door and help—and immediately slammed my knee right into the table.

Author: Glenn Ullmann, President
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 and your family.  At a time when we are forced to separate physically, we have reached out with video meetings and phone calls to answer questions either on a topical level or often much deeper as to our process and the investments you own.  If you have additional questions or concerns please call, email or text and we will connect.

March 1, 2020

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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 closer, the dream of retiring is becoming a reality.

The Setting Every Community Up for Retirement Enhancement (SECURE) Act became law on January 1, 2020 and brings significant changes for retirement planning. The act includes many reforms that could make saving for retirement easier and more accessible for many Americans.

Author: Pat Kilbane, J.D., CDFA®
January 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 file one more joint tax return.  Once the calendar turns and a new year begins, estranged couples often begin the new year by scheduling a meeting with a divorce attorney.

This blog post links to an excellent article by Northern Trust which outlines several ways you can prepare for unexpeced health care costs beyond primary insurance coverage. Following these strategies, may provide you with peace of mind about your health and wealth in the future. 

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 cause in which they are interested.

Some of the wealthiest investors, entrepreneurs, and families appear to be extremely skilled at playing the long game. That means they have a concrete vision of their ideal future years (or even decades) from now and they take specific, carefully considered action steps at every stage in an effort to maximize their ability to make that vision a reality.

Mortgage rates are down more than 1% since late last year. This low-interest-rate environment has many people thinking it is a good time to refinance. As wealth advisors, our planning expertise helps our clients make the right refinancing decision. 

Chances are, there are many days and weeks that leave you frustrated by how many tasks on your to-do list—at home, at work or both—you didn’t get done. But what if you could take action steps to streamline your work habits, get more done in less time, and free up more hours and more energy to devote to the people and activities that really matter to you?