Blog & News

Hear from our team of highly skilled industry veterans about current market news and trends.

  • timing social security

    You Can’t Time the Market, But You Should Time Social Security

    You’ve worked hard to build your Social Security account. As with all financial assets, it makes sense to maximize the return on your investment—of time and effort. So, with decades of experience, why is it still so difficult to make the right choice regarding when to start claiming Social Security benefits? The short answer:  it’s personal. It’s a sensitive topic, but a sizeable part ...

    Learn More
  • Maximizing Your Charitable Giving

    When the Tax Cuts and Jobs Act increased the standard deduction, many predicted that charitable donations would decrease. While data about charitable giving for 2018 has yet to be released, we believe that this will not be the case. The U.S. is considered the world’s most generous country, having donated more than $410 billion in 2017 alone. In our opinion, Americans...

    Learn More