Exploring FDIC Coverage: Know Your Limits
March 17, 2023
With bank failures such as Silvergate Bank, Silicon Valley Bank, and Signature Bank in the news the topic of FDIC is now, more than ever,
Simplifying the Annuity Statement: 8 Details Fiduciaries Must Know
March 2, 2023
It is not uncommon for a fiduciary who is marshaling assets to find one or more annuity statements. In fact, according to Wink, Inc.’s 2021
Considering a Financial Advisor? Watch for These Five Red Flags.
February 24, 2023
You don’t want to choose just anyone to manage your money. Selecting a qualified, experienced financial advisor should take time and careful consideration. And though
Secure 2.0 Act: Securing a Strong Retirement
February 1, 2023
Americans are not prepared for retirement and the government is taking notice. On December 23, 2022, Congress passed the Consolidated Appropriations Act, a sweeping $1.7
Trustees: Save on Taxes with the Trust Distributions 65-Day Rule
January 18, 2023
Have you ever wished for the benefit of hindsight when preparing to file taxes? For fiduciaries, taxes can be especially tricky, because there may be
The Prudent Perspective – Q4 2022
January 12, 2023
Among the multitude of new buzzwords that proliferated in 2022, one that has been quoted with particular frequency in business parlance is the term, “hard landing.”
Your Financial Planning Checklist for the New Year
January 11, 2023
The new year is upon us. This year 66% of Americans have committed to a financial New Year’s resolution, but as we know, only a
Crypto Collapse: Everything You Need to Know About FTX and SBF
January 4, 2023
On November 11, 2022, the world’s third largest cryptocurrency exchange, FTX Group, filed Chapter 11 bankruptcy protection. The press release, released via Tweet, announced they
Estate Plan: Protect Your Loved Ones and Your Legacy
December 21, 2022
Even in the wake of a global pandemic Americans are not convinced estate planning is necessary. According to a report from Caring.com, only 33% of
Tax Loss Harvesting for the Fiduciary: Pros and Cons
November 29, 2022
It has been a tough year for the bond and stock market with both the aggregate bond market and S&P 500 down. Although no one
Uniform Principal and Income Act vs. Uniform Prudent Investor Act
November 23, 2022
Fiduciaries handle an immense amount of duties and responsibilities related to the trusts they oversee. Arguably one of the most important responsibilities is complying with
8 Common Pitfalls of Investable Assets for Successor Trustees
November 11, 2022
It’s not uncommon for investors, including fiduciaries, to not have a full picture of what is held in their or their client’s investment portfolio. As