May 21, 2018
There was a time when older Americans lived with a certain dread that they might end up in "the home." The past few decades have seen the associated stigma of senior housing dissipate with an explosion of options that in some cases make today's "home" an appealing destination for an aging population. Here we will present a basic overview of the various options available to today's aging population and their care managers.
May 8, 2018
Learn the best method for a Charitable IRA Rollover to your charity of choice.
May 4, 2018
This 2-minute video shares how to turn out the noise and chatter surrounding what to do in today's volatile market and find financial clarity.
April 19, 2018
Many find it challenging to successfully manage their own financial matters, whether it is paying the current bills on time or saving for retirement. Unfortunately, a more daunting financial challenge may await us - managing the financial affairs of our aging parents. While the need will vary from family to family, it is best to be prepared and to begin while the parents can fully contribute to the process.
April 6, 2018
While we all hope that our parents remain in fine physical, mental and financial health until the end, planning for a less ideal reality is prudent. We have prepared a four-part series that will provide you with the lifestyle and financial concerns one should consider when approaching this role reversal.
February 8, 2018
The US stock market has seen turbulence last week and continues this week. Per Yahoo Finance, the S&P 500, an index of US stocks, fell 3.9% last week and was down 4.1% on Monday.
February 6, 2018
The Pooled Income Fund (PIF), as its name implies, allows multiple donors to "pool" their resources in a fund that is then invested and managed by a fund management team for the purpose of appreciating assets and generating income for the investors proportional to their contribution as a portion of the whole of the fund.
January 11, 2018
Take a look back at 2017 with Chief Investment Officer, Lance Gunkel, CFP®, CFA.
December 14, 2017
How to maximize the impact of charitable giving.
November 20, 2017
People often don't understand why they may be investing the way they do, and what their behavior means for their well-being. Take this quiz to test your financial savvy!
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