Estate Planning for Same-Sex Couples

Estate planning is a process designed to help you manage and preserve your assets while you are alive, and to conserve and control their distribution after your death based on your goals and objectives.

In United States v. Windsor (2013), the U.S. Supreme Court struck down Section 3 of the federal Defense of Marriage Act (DOMA) which required that federal statutes, regulations, and rulings be interpreted as defining marriage as a "legal union between one man and one woman" and a spouse as "a person of the opposite sex who is a husband or a wife." Then, in Obergefell v. Hodges (2015), the U.S. Supreme Court struck down every ban on same-sex marriage in the United States, including Section 2 of DOMA which provided that states have the right to deny recognition of same-sex marriages licensed in other states.

Read more

The "Real" Return on Investment

Read more

Market Update for Month Ending 10.31.16

October held tricks and treats for financial markets

Equity markets around the world had a tricky October. The Dow Jones Industrial Average lost 0.79 percent while the Nasdaq and S&P 500 indices were down 2.27 percent and 1.82 percent, respectively. All three spent most of the month in the red, as concerns about weak economic news and the presidential election weighed on returns.

Read more

Year-End Financial Planning Checklist

As 2016 draws to a close, it’s time to begin organizing your finances for the New Year. To help you get started, we’ve put together a list of key planning topics to consider.

Read more

Market Risk and the Trump Bounce

Although many were predicting a significant pullback on Mr. Trump’s election, we, in fact, got a fairly significant advance. What’s up with that? There are likely several reasons.

Read more