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News

Our news articles are posted on a regular basis to give our clients relevant and timely information about matters pertaining to our financial services. Browse through our current and archived articles to learn more.

Tag Archives: Investments

Wealth Management: Socially Responsible Investing: Strategies That Strive To Do Good and Deliver Returns

Socially Responsible Investing: Strategies That Strive To Do Good and Deliver Returns Sustainable, responsible, and impact (SRI) investing has been around for a long time, but growing interest has moved it into the mainstream. In the United States, SRI assets … Read more

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Financial & Wealth :: What Is a 401(k) Plan?

A 401(k) plan is a self-directed, qualified retirement plan established by an employer to provide future retirement benefits for employees. Employee contributions are made on a pre-tax basis, and employer contributions are often tax deductible. If you have a Roth … Read more

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Financial & Wealth :: What Is the Difference Between a Fixed Annuity and a Variable Annuity?

  An annuity is a contract with an insurance company in which you make one or more payments in exchange for a future income stream in retirement. The funds in an annuity accumulate tax deferred, regardless of which type you … Read more

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Financial & Wealth :: What Is a Bond?

When you invest in bonds, you are investing in the debt of a government entity or a corporation. A bond is simply evidence of a debt and represents a long-term IOU. Bonds are issued by federal, state, and local governments; … Read more

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529 Lesson Plan: High Scores for 529 College Savings Program

Looking for a tax-advantaged college savings plan that has no age restrictions and no income phaseout limits — and one you can use to pay for more than just tuition? Consider the 529 college savings plan, an increasingly popular way … Read more

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Financial & Wealth :: Growth Stocks vs. Value Stocks

Investors are often confused about the differences between growth stocks and value stocks. The main way in which they differ is not in how they are bought and sold, nor is it how much ownership they represent in a company. … Read more

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Looming Sunsets Would Affect Almost All Taxpayer

Unless Congress acts, the Bush-era tax breaks—those in the EGTRRA and JGTRRA legislation of 2001 and 2003—will come to an end (i.e., they will sunset) at the end of 2012. Depending on how the November elections play out, the sunsets … Read more

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