I want to share with you the kind of conversation I have with people far too often. Me: “You have completed your estate planning, correct?” Too Many People: “Yes, I have a Trust.” Me: “Are any assets actually in your Trust?” Too Many People: “I have a […]
If you’ve been paying attention to the stock market lately, you’ve probably noticed it can’t seem to make up its mind whether it’s going to finish in the green or in the red each day. While the market is up for the year, it’s impossible not to speculate about what this volatility actually means, and […]
College may seem like a long way off when your child is first born, but saving early and smartly are essential to easing that future financial burden, which according to U.S. News data, was an average $35,676 per year for private colleges during the 2018-2019 school year.1 It’s no secret college costs continue to […]
When is the last time you reviewed the beneficiaries on your brokerage accounts, bank accounts, work retirement plans, annuities, and life insurance? Improper beneficiary designations and failure to list beneficiaries create hardship for your family. They will need to hire an attorney and rely on the probate process to ensure those assets are distributed […]
This week we have a special Friday Edition of FEARLESS WOMEN recognizing the observance of International Women’s Day. International Women’s Day is the kick off of a year-long series of activities and actions aimed at building a more gender-balanced world. Watch for the hashtag #BalanceforBetter for opportunities to participate in the discussion. Events range from […]
We are firm believers in giving back to the community and actively encourage our associates to share their time, talent and treasures with local charities. As such, we are proud to share the recent announcement by Fathers’ Support Center (FSC) Jennifer Belmont Jennings will be serving on their Board of Directors. “I am truly honored […]
Many of you already have estate planning documents, but how many years ago did you have them completed? You should have an estate planning attorney look over your documents every 5 years, when major changes to the law take place regarding estate and gift tax, or when you have a major life changing event like […]
The Mega Millions and Powerball Jackpots are growing! How can you avoid ending up on a television show about how the Lottery ruined your life? 1. Don’t play the Lottery. It’s a waste of your money. The odds are greater that you’ll be killed by a shark or struck by an object falling from the […]
The decision to have either parent stay at home, or as I say, “work inside the home,” with the children is not always easy. There are a multitude of reasons one parent may decide to leave the workforce after having children. Sometimes it’s an emotional decision. A parent simply wants to stay home because they […]
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This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors.
All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice. The team and HighTower shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice.
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