What to Expect at Your Next Portfolio Review

By Mike Gertsema, Senior Wealth Advisor What should a client expect during a portfolio review? It’s changed a great deal over time, and a typical portfolio review meeting now covers much more information than it used to.

Financial Planning After the Death of a Spouse

By Jackie Heater, Director of Client Relations This article is part of a series of reflections about wealth planning written by Jackie Heater after her husband passed away. You can read the first article here and the second article here. It’s been almost two years since my husband, Bob, pas …

Knowing When to Update Your Estate Plan

From the family tea set to the most complex estate, transferring wealth – of whatever size and definition – couldn’t be more common. What’s less common but just as important is outlining a specific plan and updating it as circumstances change.

How to Avoid Sinking Your Financial Ship

By Scott Keegan, Associate Wealth Advisor I recently watched a short video called “Why Ships Don’t Sink as Often These Days.” As a male, the potential of seeing large boats slam into large waves had me hooked.
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Downloadable Resource

8 Legitimate Tax Loopholes You May Be Missing

8 Legitimate Tax Loopholes You May Be Missing

As you reflect on the past year in preparation to meet with your accountant, consider these loopholes that may help you dodge the taxman.

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