How to Die Well; A Wealth Manager’s Perspective

June 3, 2020 A little over a year ago, I lost both a brother and a very close friend to cancer within two days of one another. While devastating, I was honored to be able to spend time with them prior to their passing, listening...

Estate Planning in the Time of Great Uncertainty

May 27, 2020 I have been in Wealth Management for more than 30 years, and, in my opinion, there has never been a greater urgency for estate planning than what we are seeing at this moment in history.  The current health crisis, compounded with working...

Reviewing Your Life Insurance

10 Potential Pitfalls and How to Protect Your Beneficiaries 1) Naming a Minor Child Insurance companies will not pay the proceeds of a life insurance policy directly to a minor. Absent a trust or other specified legal arrangement, a court-appointed guardian will handle all proceeds...

Consider Dividend-Paying Stocks

In this low interest rate environment, income-minded investors, who have some tolerance for risk may find dividend-paying stocks attractive.  In fact, nearly 40% of S&P 500 companies have dividend yields above the 10-year US Treasury bond yield. The appeal of dividend-paying stocks is easy to...

Time to review your life insurance policy?

Reviewing your life insurance policy does not generally score high on ones list of priorities, but the reality is that life insurance policies seldom perform to the expectation set out at the issuance of the policy.  And, while life insurance is not typically viewed as...