Blog

As we prepare for 2024 and beyond, there are hopeful signals that we could be getting closer towards a "New Normal".

While the holiday season is ideally a time for family and friends, it is also the best time to review tax strategies for the coming year. What do investors need to know as they plan for the coming year?

How long will it take to double your investment? As experts are wont to caution, there are no guarantees in investing, but one useful formula can offer an approximation of what the future might hold.

As we draw closer to the conclusion of 2023, we are committed to remaining acutely attuned to the vital aspects of year-end planning, encompassing the intricacies of the current tax, estate, and retirement objectives tailored to the unique needs of each one of our clients.

The market recently fell into correction territory despite many signs of economic strength. Investors should continue to focus on the big picture trends rather than react to daily market moves.

On the morning of Saturday, October 7, Hamas launched a surprise attack on Israel, and Israel immediately declared war on Hamas. How might the instability in the region impact markets?

Preparing for retirement can be a daunting task, requiring careful planning and foresight to ensure financial stability and a comfortable lifestyle.  Read our pre-retirement keys to success, which outline the critical steps individuals can take to maximize their retirement years and achieve financial success.

As we near the end of 2022, an old quote comes to mind, “Out of great calamity comes great opportunity”. Given this market volatility, it often provides great planning opportunities for wealth transfer, tax planning, and portfolio diversification by offsetting gains from the past Bull market.

Kids In The Middle (KITM), a non-profit counseling agency, has announced that Judy Rubin will receive the 2021 Champion of Kids Award for dedication to helping children and families heal from the trauma of divorce and separation.

Socially responsible, sustainable and ESG (Environmental, Social, Governance) investing are all based upon the goal of investing according to our values. This is a conversation starter. If it appeals to you, we can show you ways to apply your principles to your portfolio.

Many couples don’t foresee the possible financial hit if one partner dies, including the tax crunch sometimes called the “widow’s tax.”