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Past Commentary & Articles

December 2, 2020
When to update your estate plan

Our lives are constantly changing, but when was the last time you updated your estate plan to support your current situation? Andrew Welp, JD, CPA, discusses the importance of updating your plan and lists some life events that may trigger the need to update your documents.

Cents of Self
November 23, 2020

While new parents initially plan for their child’s immediate needs, planning for the future is just as important. From setting up a college savings plan to naming a guardian in your will, here are a few things new parents should consider.

November 18, 2020
the case for cash

We’ve all heard the saying “cash is king,” but what does that mean in a low interest rate environment? Financial advisor Chris Ruedi looks at how cash can be used in a portfolio and examines how much is enough to have on hand.

Market Commentary
November 9, 2020
market wise chart pack

Amid election uncertainty and rising daily COVID cases, broadly, risk assets paused in October. Reversing recent trends, U.S. small value stocks led the way from a return perspective.

November 6, 2020
Planning for Long-Term Care Insurance and Deciding if You Need Insurance

As life expectancy continues to increase, chances are you will need access to long-term care services as you age. Financial advisor Kevin Kingston outlines the basics of long-term care financing options in his latest blog post.

November 3, 2020
Estate Planning in a Pandemic

We recently hosted a webinar sharing guidelines for estate planning during this pandemic. Given the popularity of the event, we’ve summarized the top takeaways.