Social Security Cost-of-Living Adjustments for 2024
Have you noticed a slight increase in your Social Security benefits lately? Starting January 2024, more than 71 million Americans can expect an average increase
Kellie CollierFebruary 28, 2024
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Decoding the Uniform Prudent Investor Act (UPIA)
What is the Prudent Investor Act? Unless you are working within the finance industry, most individuals invest for themselves or for their families, usually with
Jared OngJanuary 24, 2024
The Prudent Perspective – Q4 2023
The stock market is hitting new all-time highs on the expectation of rate cuts in 2024, yet reflationary factors may be emerging that could push back the timing of loosening monetary policy.
Jeremy LauJanuary 23, 2024
Client-Fiduciary Relationship: Building Effective Communication Strategies
As a fiduciary, one of the most crucial aspects of your role is establishing and maintaining effective communication with your clients and the trust beneficiaries.
Kellie CollierJanuary 17, 2024
Budgeting 101: How to Start a Budget and Stick to It
Creating and sticking to a budget is one of the most important ways to reach your financial goals. And while 74% of Americans are committed
Kellie CollierJanuary 11, 2024
The Rise of ESG Investing: Investing for a Sustainable Future
The concept of brand loyalty has changed over the last 20 years. In the early 2000’s, many Americans felt connected to a brand or company
Kellie CollierDecember 6, 2023
Are You Falling for Closet Indexing? How to Spot and Avoid it.
When it comes to investing, it’s essential to be aware of the various strategies and techniques employed by investment managers. One such strategy is known
Kellie CollierNovember 29, 2023
Caring for Mom and Dad: Managing Parents Finances
As our loved ones age, it becomes increasingly clear that beyond their physical and emotional needs, the financial needs of our parents become a priority.
Kellie CollierNovember 17, 2023
How the Corporate Transparency Act Impacts Your Role as Fiduciary
As a professional fiduciary, it is crucial to stay up-to-date with legislative changes that impact your role and the way you conduct business. The recently
Jared OngNovember 8, 2023
Reminder, Charities Can be a Remainder Beneficiary
When creating an estate plan, many individuals wish to leave a lasting impact. For some, that means leaving behind assets that will establish a long
Kellie CollierOctober 25, 2023