With the dramatic increase in the federal estate tax exemption in 2018, (now standing at $12.92 million) we have witnessed a decreased interest in doing

It’s no small wonder that we seem to be living in an era dominated by data-driven analytical thinking. Data are ubiquitous. That can be frustrating

Many years ago, a widowed client came in and said that she was faced with the dilemma of selling the family farm, worth about $1

Bidding farewell to 2023 and stepping toward the exciting and unpredictable world of 2024, let’s reflect on the economy and investment markets, and their impact

The economy appears to be in a whirlwind of uncertainty. Interest rates are up. Even with more rate increases, we believe that it is not

In the aftermath of the Great Recession of 2008, I recommended to our readers the bestselling book, The Fourth Turning: An American Prophecy by historians

Some of the more difficult conversations for many clients involve creating an estate plan. That is a plan that necessarily deals with what happens when

Last month, a longtime friend told me a story about a 78-year-old acquaintance of his who had lost a very significant amount of money last

Remember 2019? Congress passed a huge piece of legislation called the Setting Every Community Up for Retirement Enhancement Act of 2019. It became known as

Have you looked at your investment portfolio lately? I dare say that many of you don’t even want to go there. Rest assured that you