Kristan Anderson, CEBS®, CFP®

Last month, the financial planning department did a presentation to clients on financial planning basics. If you missed the presentation, or are interested in any of the material that we discussed, please feel free to reach out to anyone in the planning department.

By Cheryl Langston, CFP®

While the past year was difficult, incredible stories from 2020 highlight how people were able to give time, talents and resources to help those less fortunate.

By Angela Baker, JD, CFP®, CDFA®, RICP®, CLTC, CASL®

This year I did not make any New Year’s resolutions. None. Instead, I have set an intention for myself. I’ve chosen ONE word to inspire me during 2021 and it is “consistency.”

By Matt Cohen, CFP®, CIMA®

I’m of the opinion that many things in life can be referenced back to Seinfeld, which has been the enduring genius of the show. A memorable episode involved the character George Costanza at a job he wasn’t sure if he actually got, doing work he wasn’t quite sure he knew how to do.

By Angela Baker, JD, CFP®, CDFA®, RICP®, CLTC, CASL®

You never really know a man until you have divorced him.” – Zsa Zsa Gabor

Oh, Zsa Zsa certainly knew a thing or two about divorce.

By Kristan L. Anderson, CEBS®, CFP®

I’m an idea person. I have a lot of ideas and get excited about them and even start implementing many of them. But without certain expertise and the appropriate runway to fully realize these ideas, they may get lost in the day-to-day process of living and working and managing a department and a household. I’m sure a lot of you can relate. 

By Cheryl Langston, CFP®

Earlier this summer, a family friend was involved in an accident, which required emergency surgery. His family was not close and he had no estate planning documents.

By Dan Trosch, CFA®

Investors have waited over 11 years for international stocks to take the lead from U.S. stocks. While the shift is occurring at a glacial pace for long-term investors, waiting for change is not an appropriate strategy.