Emily Rae and Rob Taylor hosted a webinar, with guest speaker, Greg Giffin, addressing the recent global events and how the markets have reacted as well as some notable portfolio changes. As many investors are feeling nervous and overwhelmed during these unprecedented times, this webinar was created to speak to these concerns in a way that is easily understood and provides clarity in an otherwise uncertain environment.
Click here to watch the recording.
Last year’s headwinds are becoming this year’s tailwinds on a global scale. Look beyond the noise and discover why emerging market equities deserve a fresh look....
Can spending money save you money? Well, in a way, yes. Find out how improvements you make to your vacation property can mean less tax on capital gains down the road....
It’s only human nature to follow the markets and monitor our investments. But focusing on when we need the money helps us psychologically and financially....
Do you ever have situations with your spouse, parent, child or grandchild that call for a solution? Involve us when a matter has a financial element and everything can go more smoothly....
Events beyond your control, such as job loss, can threaten your financial security—if you don’t have plans in place. We’ve got three ways to prepare for the unexpected....
Some people with extra cash make this decision by comparing the mortgage interest rate to expected investment returns. For others, it’s about more than math....
Anyone may become vulnerable to financial elder abuse, but well-chosen representatives can help protect you....
U.S. exceptionalism is beginning to falter as more countries are targeted with tariff threats. Will trade tensions ease in time to save the global economy?...
A private foundation provides flexibility, control and the opportunity for a lasting legacy....
President Trump’s tariff surprise rattled markets—then a 90-day pause brought a partial rebound. Find out what triggered the volatility and what could happen next....
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