Insights & News

As part of our commitment to keep our clients well-informed and educated on matters of wealth management, we share our commentary and relevant news stories – inviting you to call on us to discuss any of these topics.

04.19.2023

Investing in Private Markets

Join us as we discuss investing in private markets

04.12.2023

A crucial step in building a sound financial plan is ensuring you have access to cash when you need it, but that doesn’t mean you have to keep that cash in a bank account earning modest interest. For investors looking to maintain a certain level of liquidity while earning a greater return than a savings account can provide, money market investments may be worth considering.

04.03.2023

Common Retirement Pitfalls

After a lifetime of hard work and careful planning, you deserve a comfortable retirement. Once you stop earning a wage, effectively maintaining your nest egg becomes more crucial than ever, and mismanaging your resources may keep you from achieving the lifestyle you’ve envisioned for yourself.

03.30.2023

Financial Planning Checklist for Recent College Grads

Whether you have a child or loved one who’s recently graduated or who’s gearing up to make the transition from college life to the “real world,” this major turning point will require numerous financial decisions. From finding a place to live and paying monthly bills to investing and saving for the future, college graduates may be faced with managing their own money for the first time.

03.21.2023

Ready to Retire? 7 Questions to Consider Before You Stop Working

Are you thinking about leaving your work life soon? Retirement can be an exciting milestone in your life, allowing you to spend your time however you choose. But to get there, you must prepare – both financially and emotionally. To help you get a plan in place, here are seven questions you can ask yourself

03.16.2023

CyberSecurity Webinar

Join us to learn how to better protect yourself online

03.14.2023

Introduction to Tax-Loss Harvesting

Some investors may be looking for ways to manage their potential investment-related losses and tax obligations. If this describes you, tax-loss harvesting might be a strategy worth considering. However, it can be difficult to execute and should not be attempted without first consulting a tax professional as the amount of savings provided by tax-loss harvesting may depend on your tax bracket and investment allocation, among other considerations.

03.08.2023

A Beginner’s Guide to 401(k) Plans

Whether you’re just starting your career or you’re further along in your professional journey, you may have had the opportunity to invest in a 401(k) through your employer. These investment plans provide a tax-advantaged way to save for retirement and, in some cases, your employer may even make extra contributions on your behalf. But what exactly is a 401(k), and how can you take full advantage of one?

02.15.2023

2023 Ausperity Tax Reference Guide

01.19.2023

Secure 2.0: What Could It Mean for You?

On December 23, 2022, Congress passed the Secure 2.0 Act into law, as part of a significant $1.7 trillion spending bill. Just like its predecessor, Secure 2.0 includes an extensive list of retirement-related changes designed to expand access to retirement savings accounts and provide more options for contributing to and drawing from these accounts.1 To help you understand what Secure 2.0 means for you, here are eight significant changes it brings and the impacts they might have:

01.19.2023

Estate Planning Essentials

Join us as Rory O'Hara, CFP®, CRPC® discusses the many intricacies of estate planning with Colin J. Devlin & how to get the conversation started with family members. Register here!

01.10.2023

Mutual Funds: What You Should Know Before Investing

To help you better understand how these funds work, what their benefits could be, and the risks you might face when investing in them, we’ve put together this guide detailing some of the things you might want to know about mutual funds before investing.

11.09.2022

Year-end Tax Planning

Join us as we discuss tax strategies to take advantage of as the year-end approaches

10.06.2022

Saving for Retirement: which account is right for you?

Are you effectively utilizing all the accounts at your disposal? Read more in our latest piece from Founder and Managing Partner, Rory O'Hara, CFP®, CRPC®.

09.12.2022

Estate Planning in the Digital Age

Have you ever wondered what would happen to your digital assets when you pass away? Join us to learn some best practices with how to transition your social media, email, login info, & more!

08.16.2022

Planning for the Next Generation

Join us as we discuss planning for the next generation & dive into various tax-advantaged strategies to help set-up our children with their best financial life.

07.13.2022

The Backdoor and Mega Backdoor Roth: Does It Make Sense For You?

05.25.2022

Fighting Inflation with I Bonds

As inflation continues to rise, there are tools which help to combat the pressure.

05.24.2022

Join Us for Our June Webinar on Behavioral Finance!

Discover how our emotions can play a role in financial decision making. Join Shane Fox as he hosts Annmarie Woods of Guggenheim for a discussion about behavioral finance in the face of volatile market conditions.

05.23.2022

Your Guide to Required Minimum Distributions (RMDs)

Retirement comes with both new freedoms and new rules. Learn about what you can expect when it comes to RMDs.

05.10.2022

Tax Efficient Investing

We would like to invite you to join us for our next webinar on Tuesday, May 17th as our very own Geoff Degener hosts Ryan Gallagher of Eaton Vance for a discussion about tax efficient investing.

03.31.2022

Inflation and Retirement: How Does It Impact Me?

The annual inflation rate in the U.S. hit 7% in the final month of 2021, a record-setting high not seen since June of 1982, as reported by Trading Economics. While this has led to increased prices at almost every store and at the gas pump, a more pressing long-term concern has emerged for many Americans; how will this impact them during retirement?

01.26.2022

8 Things to Know About Stock Market Corrections

Scary as they are, drawdowns are a normal part of the investing process. Having a financial plan in place and sticking to it is every investor's best friend.

11.28.2021

Health Savings Accounts (HSA) are an excellent way of saving for medical expenses and retirement!

A Health Savings Account is the only investment account that includes the benefit of tax-deductible contributions AND tax-free distributions (for medical expenses). HSAs are an excellent way of savings for medical expenses and retirement!

10.12.2021

3 Social Security do-over options

Did you know you can undo certain Social Security claiming decisions? Read on to learn more about claiming benefits early and wishing to withdraw your application, waiting too long and wanting to recoup that loss of income, or looking for an infusion of cash to get out of a temporary rough spot.

09.08.2021

How to Generate Tax-Efficient Retirement Income

The withdrawal strategy you chose in retirement can have a big effect on you, your heirs, and your taxes! Read more to learn which accounts you should draw down sooner rather than later.

04.20.2023

Rory O' Hara Named 2023 Forbes Best-In-State Wealth Advisor!

10.06.2022

Shane Fox Ranks in AdvisorHub Top 50 Advisors To Watch (Under $1B)

09.29.2022

Rory O’Hara Named #5 in Country to AdvisorHub 25 Next Gen Advisors To Watch!

09.22.2022

Rory O’Hara named to Forbes Best-In-State Next-Gen Advisor for the sixth year!

08.25.2021

Merrill Lynch Loses $500 Million Next-Gen Team To Sanctuary

An advisor team previously managing $500 million at Merrill Lynch became the latest to break away from the thundering herd by partnering with Sanctuary Wealth.

05.24.2023

Searching for Yield in a Time of Uncertainty

Is there such thing as a "risk free" investment? In our latest webinar Geoff and Rory explore the concept of risk-free returns and discuss how to deploy some of that parked away cash as investors look to find yield amongst uncertain market conditions. Curious how this might apply to YOUR unique circumstances? Call us at 856-252-0101.