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The investment industry has come a long way, offering Americans more ways than ever to build wealth. But the rise of alternatives—once the exclusive domain of institutions and the ultra-wealthy—has made it more difficult to cut through the noise and identify what matters. We’ve developed a framework to help. For most of our country’s history, […]
The investment industry has come a long way, offering Americans more ways than ever to build wealth. But the rise of alternatives—once the exclusive domain of institutions and the ultra-wealthy—has made it more difficult to cut through the noise and identify what matters. We’ve developed a framework to help. For most of our country’s history, […]
By combining charitable intent with tax-advantaged lifetime income, a charitable gift annuity (CGA) can work very well for the right donor and for the right nonprofit. But a well-designed gift is only the beginning. Behind every CGA is a contractual payment obligation that a nonprofit must honor for the life of the annuitant, regardless of […]
David J. Nelson, CPA
George E. Hasbun, CFP®
As Investment Counselors, my colleagues and I are immersed in the world of financial rules and systems. Whether we are studying the investment markets and accessing trading platforms, dealing with our custodial partners, connecting with our clients’ banking providers, or strategizing with related professionals from the legal, accounting and insurance fields, we coordinate this complex […]
Kathleen Gilmore, CFP®
We all define “risk” to our financial well-being in very personalized ways. For some, this risk is not being healthy enough to enjoy the retirements we saved for; for others, it’s based in providing for family members who may not be able to provide for themselves; for many, it’s a fear (sometimes irrational) of running […]
Kathleen Gilmore, CFP®
“Today is the oldest you’ve ever been, and the youngest you’ll ever be again.” —Eleanor RooseveltMuch has been written and said about our aging population, about the retirement of boomers, and about the fact that many of us are living longer than generations that came before. According to the U.S. Census Bureau, residents age 65 and over grew from 35.0 million in 2000 to […]
Kathleen Gilmore, CFP®Next Up
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