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Past Commentary & Articles
Millions of people worldwide are affected by epilepsy, a debilitating disorder, and Purple Day aims to increase awareness of this condition. Caring for a child with special needs can be expensive, but a financial advisor can assist in finding resources to subsidize the significant annual costs.
The sudden and dramatic downfall of Silicon Valley Bank led to a surge of withdrawals. In response, the FDIC swiftly established the Deposit Insurance National Bank of Santa Clara, and transferred all deposits from the defunct bank into it. Ultimately, the FDIC’s goal is to protect depositors and prevent any damage to the broader economy.
Those of us who follow the stock market are always on watch for a different, more maddening March Madness — the unexpected market or economic news that can send the markets fluctuating between airballs and slam dunks.
In periods of heightened volatility and uncertainty specific to the health of our financial institutions, investors rightfully require assurance that their bank deposits are not at risk and that their “safe money” is indeed safe.
Financial planning is a journey, not a destination. Working with a trusted financial advisor can help you increase financial peace of mind both now and in the future. Keep these five tips in mind as you embark on your financial journey.
Serving as the executor of a loved one’s estate comes with responsibilities that can seem overwhelming – from understanding the legal obligations to managing assets and distributing the estate. It is important for you to know what is expected of an executor or trustee and how you can help provide for smooth administration in the future.
Small, simple steps are a great way to build momentum and focus on your financial future. When it comes to money, the sooner you can focus, the easier it will be to work toward your financial goals. Here are five tips to help get you started.
Many women are anxious about their financial situation, with statistics showing they worry about immediate and long-term financial security, have lower retirement balances than men, and fear outliving their retirement savings. Despite these concerns, women are predicted to control more than $30 trillion in investable assets by 2030.
Divorce can have a significant impact on your retirement plan, leaving you feeling uncertain and financially vulnerable. But it doesn’t have to be that way!
When you decide to get a new car, one of the biggest decisions is whether to buy or lease. Both options have their pros and cons, and it’s important to consider your individual circumstances and priorities before making a decision.
Experiencing a job loss is an unpleasant experience for anyone, but it can be particularly complex for company executives who have stock-based compensation, long-term incentives, pension benefits, and other perks. Here are some common recommendations for executives who are facing job loss.
In addition to benefiting charities, donations can also be helpful to the giver, if you know the rules about taxation. Here are some answers to frequently asked questions about charitable gifting.

