Staff Spotlight – Jill Carr This month’s spotlight is on our Director of Financial Planning, Senior Wealth Advisor, Jill Carr CFP®, CPA®, CEPA®, CPFA® Explain your roles at the firm. What do you do with each key role and what about it do you enjoy most? I am a senior wealth advisor and what I …
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Preparing for a Fulfilling Retirement Want to retire with confidence & clarity? In this short video, we walk through essential steps everyone should think about as retirement approaches—so you can enjoy this new chapter without financial guesswork. You’ll learn how to: Evaluate your retirement income sources Balance lifestyle vs. long-term security Make smart decisions around …
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Guiding Clients Through Divorce Life transitions can be tough—few more so than divorce. Beyond the emotional toll, there are so many financial questions to navigate: What happens with retirement accounts? Who keeps the house? How do everyday expenses get covered? That’s where having the right support matters. We’re excited to share that Advisor Jessie Schlanderer …
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It was a strong summer for the markets as stocks hit new all-time highs. In fact, this was the third best summer for the S&P 500 (US large cap stocks) over the last 40 years. The US economy has remained incredibly resilient. Corporate earnings have been strong and better than expected. The S&P 500 is …
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Confused by the W-4 Form? You’re not alone. Many don’t realize the W-4 Employee Withholding form has changed — and filling it out correctly matters. In this short webinar, Senior Advisor Jill Carr walks you through what’s new, when to update your W-4, and how to do it right. BACK TO THE NEWSLETTER: Disclosure …
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Tax Law Changes: What to Know By Jessie Schlanderer, CDFA®, Wealth Advisor and Portfolio Implementation Lead This Fourth of July brought some extra fireworks to American investors as President Donald Trump signed the “One Big Beautiful Bill” (OBBB) into law. In addition to making several parts of the 2017 Tax Cuts and Jobs Act (TCJA) …
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Certified Divorce Financial Analyst® Jessie has earned her CDFA® designation, equipping her with the tools to support clients through every phase of divorce — before, during, and after. A CDFA®, is a professional who specializes in the financial aspects of divorce. They provide expertise in areas like asset division, tax implications, and retirement planning within the …
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This month’s spotlight is on Intern, Levi Harber What are you enjoying most about your internship this summer? Thus far, engaging with financial planning tools and wealth management platforms has been an intellectually rewarding experience. What I’ve valued most is the opportunity to observe and learn from a range of advisors, each with their own …
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Safeguard Series – Part III This is the third in a series of articles* intended to raise awareness on how you can protect yourself from cybercrime. Unfortunately, we’ve had several clients experience these issues over the past few years. If you think your personally identifiable information has been compromised, please let us know immediately. Protect …
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Mid-Year Market Outlook: As we reach the halfway point of 2025, markets have weathered a series of global events that have shaped the investment landscape. One of the most notable developments has been the conflict between Iran and Israel. This caused a short-lived spike in oil prices and a rise in market volatility as investors …
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