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Building and sticking to a robust financial wellness checklist is the best way to assess your situation. Are you looking to review where you are with your finances? Wary of your financial fitness and how you stack up? Use this list to check your financial health today. The start of a new year is the perfect time to reflect on your financial …

QUARTERLY MARKET REVIEW: Q4 2022 By: Paul Dickson, Director of Research and Mark Stevens, Chief Investment Officer The New Map The post crisis economic and investment era is moving to the rear-view mirror as new drivers emerge. One year ago, we published our market review for the fourth quarter of 2021 and presented an outlook for 2022 that we …

Check out these actionable strategies to coordinate your estate and tax planning documents—and minimize your 2022 tax liability. Let’s dive into some actionable strategies to consider over the next several weeks to coordinate your documents and minimize your 2022 tax liability. File Your Taxes Online Instead of by Mail Shopping, dating, ordering …

Your financial goals may (and should) include giving to the causes nearest and dearest to your heart. Let’s unpack some actionable strategies you can employ to reduce your taxes while helping those in need. Let’s unpack some actionable strategies you can employ to reduce your taxes this holiday season while helping those in need. The IRS …

Quarterly Market Review: Q3 2022 By: Paul Dickson, Director of Research and Mark Stevens, Chief Investment Officer How much are recession expectations already priced in? The third quarter of 2022 will be remembered as the turning point in the battle against inflation. Global central banks, led by the U.S. Federal Reserve, appeared to decide that …