Wealth Management

Written By: Doug Blanton, CFA® After reaching all-time high levels in June, markets have begun to price in the possibility of a new, highly contagious COVID-19 variant that is disrupting the global economic recovery. The Delta variant of COVID-19 is considerably more contagious, spreading 50% faster than the Alpha variant, which spread 50% more quickly…

Written By: Brad Cast, RFC® Setting clear and measurable financial goals is essential to achieving a successful retirement plan. Monitoring these short-, intermediate- and long-term goals alongside your financial and tax advisors is just as important as initially setting them. While a large percentage of Americans have little to no retirement savings, those who do…

Written By: Blaine Malcolm, Wealth Manager | Partner There are millions of high-net-worth individuals (HNWI) in the United States, more than any other country on Earth. You might think the HNWI label is reserved for celebrities or tech moguls, but most financial experts classify anyone with more than $1 million in investable assets as a…

Written By: Kyles Shores | Wealth Manager & Partner For most aspiring retirees, an employer-sponsored retirement plan – commonly known as a 401(k) or 403(b) plan – plays an important role in their overall retirement portfolio. According to data from Vanguard, the average 401(k) account balance for those ages 55-64 was just shy of $200,000…

If you’ve amassed sizable wealth, or are on the right path and getting there, it may be time to consider how to pass on some of that money to children and grandchildren—without creating big problems that could harm their futures and destroy family harmony. The fact is, family wealth—how it’s managed, transferred, and used—can generate…