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Paying for Health Care in Retirement

By Ryan Yamada, Senior Wealth Planner    When putting away for retirement, we often dream about all the things we’ll be able to do with that money – traveling, going out to eat, maybe trying new hobbies. 

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Senate Addresses Taxes, Deficit, Inflation, Health Care in Proposed Bill

By Jamie Hopkins, Managing Director, Wealth Services  Sonu Varghese, Director, Investment Platforms; and Ryan Detrick, Chief Market Strategist, contributed to this report.    Senate Democrats have reached a general agreement on a bill to address climate change, taxes, health care, inflation …

Quarterly Market Outlook: What Lies Ahead for the Third Quarter of 2022?

By Scott Kubie, Senior Investment Strategist    The first half of the year proved challenging for even the most hardened of investors. High inflation. Continual losses in the S&P 500. Bear market. Fed rate hikes. It all added up to the third most volatile market in 25 years.  

The Importance of Relationship Equity

By John Corron, CFP®, Wealth Advisor – As financial planners, we speak with clients and people in our communities about equity regularly. What is it? Simply put, equity is ownership in an enterprise that has or is expected to have a tangible value now or sometime in the future. Withou …

The Power of Giving

By John Corron, CFP®, Wealth Advisor – So far, 2022 has given us many reasons to test the assumptions that underpin our everyday lives. For example, where does our food come from, and why is it so much more expensive than it was last year? The same goes for the price of gas in our …

Vehicle Lease Equity…What To Do With It?

By John Corron, CFP®, Wealth Advisor – If you signed a car lease in 2019, 2020 or the early part of 2021, there is a good chance that you have a decent amount of equity in your lease contract. It is generally the case where property values and home equity has grown steadily for many …

Culture From the Top Down: Executive Compensation Plans Explained

By Craig Lemoine, Director of Consumer Investment Research At their most basic level, executive compensation plans are designed to attract, retain and motivate top talent and leadership. But truly successful plans are designed to be much more than providing a high salary to a key employee – …

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Downloadable Resource

8 Legitimate Tax Loopholes You May Be Missing

8 Legitimate Tax Loopholes You May Be Missing

As you reflect on the past year in preparation to meet with your accountant, consider these loopholes that may help you dodge the taxman.

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