Don’t Overlook These Eight Common Estate Planning Problems

Regardless of your age or current health, mapping out a clear plan for your estate will help avoid unnecessary turmoil for your loved ones. Estate planning goes beyond wills to include trusts, powers of attorney and letters of instructions. Talk to your advisor about what you need, and be sure to look out for these common mistakes. A will-based estate plan or no estate plan – Without the benefit of a clear estate plan or will, […]

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10/31/2016 Weekly Market Commentary

It’s almost over… During July 2016, Pew Research reported almost 60 percent of Americans were suffering from election fatigue. They weren’t uninterested in the election. They were just worn out by never-ending news coverage that focused on candidates’ comments, personal lives, and standing in the polls rather than their moral character, experience, and stance on issues.1 Last week, U.S. election news overshadowed positive economic data causing U.S. stocks to lose value as investors shifted assets […]

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