Blog

Basic Estate Planning

Posted by John Christopher on April 23, 2018

Regardless of your level of wealth, the failure to establish an estate plan can be detrimental to your family. A properly structured estate plan helps ensure that your family and financial goals are addressed during your life, if incapacitated, and after your death. The following provides an introductory discussion regarding essential planning individuals should consider, as well as an overview of lifetime gifting strategies and longterm trust planning.

Read More

Tax Advantaged Education Funding

Posted by John Christopher on March 14, 2018

Saving for college education can be an intimidating undertaking for many parents who may be inexperienced with tax laws, and unsure how to balance their own financial goals, such as saving for retirement and the financial needs of their children. There are many options available to finance a child’s education, and which one or more options to choose requires consideration of many important factors.

Read More

Using a Business to Fund Life Insurance

Posted by John Christopher on February 27, 2018

The use of asset protection strategies has gained the attention of wealthy Americans over the years as the legal system has become increasingly subject to unwarranted litigation. As a result, creditor protection can play a significant role in planning for many individuals.

Read More

Choosing the Right Insurance Mix

Posted by John Christopher on January 23, 2018

Should you purchase term insurance or is permanent insurance the better buy? If you already own a term policy, should you convert it to a permanent plan, such as whole life? Or is a flexible plan such as universal life the way to go?

Read More

Asset Protection Strategies

Posted by John Christopher on December 12, 2017

The use of asset protection strategies has gained the attention of wealthy Americans over the years as the legal system has become increasingly subject to unwarranted litigation. As a result, creditor protection can play a significant role in planning for many individuals.

Read More

Gifts to Minors

Posted by John Christopher on November 21, 2017

Helping a child with his or her education or support often requires gifts. Fortunately, there also may be income and estate tax savings to making gifts to minor children. Gifts can be made directly or indirectly to a child, or to a trust for his or her benefit.

Read More

Business Transfer Issues

Posted by John Christopher on October 3, 2017

A will directs the disposition of your assets; but, when you do not want to leave your business to your heirs, you may also need a business purchase agreement (also known as a “buy-sell”) to outline the terms by which successor owners will acquire and continue the business.

Read More

What's the #1 Concern About Retirement?

Posted by John Christopher on September 17, 2017

People want to know what they can expect from their investments. We work with them to position their portfolios based on their risk tolerance and their goals. We help them to create portfolios that are designed to protect the wealth they have while still being positioned to take advantage of potential wealth opportunities.

 

Watch Video

 

Market Watch

Last Closing Prices

Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Dow Jones Industrials 24,886.81 +0.21
Nasdaq Composite 7,425.96 +0.64

[ Markets | Charts | Quotes | Portfolio ]

Market data delayed per exchange rules.
All quotes are in US Eastern Time (EST).
Market data provided by ICE Data Services. ICE Limitations. Powered and implemented by FactSet. Legal Statement.