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Past Commentary & Articles

Article
January 19, 2021
Some of the Tax Filings after Death Can Be Stressful

There are several moving parts to consider when handling a loved one’s estate. Wealth transfer specialist Mary Beth Brummond provides a helpful overview of some of the tax filings that may be required.

Article
January 7, 2021
Adequate Insurance Coverage: Am I adequately insured?

Finding the appropriate mix of insurance policies to protect your financial life can feel like a daunting task. Financial advisor Dave Huber highlights some key points to help you understand the basics of insurance.

Market Commentary
January 7, 2021
market wise chart pack

In January’s edition of MarketWise, find out which sub-asset class led the way in the fourth quarter and which year, if any in history, was volatile as 2020 for U.S. stocks!

Article
January 5, 2021
Retirement Savings 101 and Guidelines

Do you have questions about making the most of your employer-sponsored retirement savings plan? Financial advisor Will Gunlicks explains several important decisions you’ll need to make when you set up your account.

M&A/Partnerships/Industry
December 28, 2020
Pandemic-Aid Bill

President Trump just signed the Pandemic-Aid Bill, which includes stimulus payments, unemployment benefits, and small business aid. If you’re wondering how this may apply to you, this post provides a concise, high-level summary.

Article
December 22, 2020
Gen X Financial House in Order and Goals

Balancing the needs of your loved ones can be a rewarding but challenging task. Have you had a chance to look at your own financial situation and progress toward your goals? If not, this may be a good time to get your financial house in order. Financial advisor Chris Ruedi provides a few simple steps to start the process.

Article
December 16, 2020
Special 2020 $300 Deduction

It’s the season of giving and there is still time to take advantage of possible tax breaks in 2020. Financial advisor Justin Smith discusses several charitable giving options in his blog post.

Market Commentary
December 7, 2020
market wise chart pack

Markets surged in November with value and small stocks leading the charge. But what does that mean for the months to come? Take a look at the data behind that and more in December’s edition of MarketWise!