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2020 Market Recap / 2021 Market Outlook

2020 Market Recap / 2021 Market Outlook Key Takeaways:​ We expect to see a major shift in market leadership, from growth companies to value companies. 2021 is going to be a “stock pickers” market. Many of the “winners” from 2020 will not perform in 2021. The U.S. bond market will

Q3 2020 Market Update Webinar

Q3 2020 Market Update Key Takeaways: Given the current market environment, macro-economics and fundamental analysis should be thrown out the window. This market is being driven by technical and sentiment. Expect more volatility in October. Take a deep breath… it’s going to be ok. It’s better to consider staying invested

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Why the recent fuss about the S&P 500?

How is the stock market today? Is the market up or down? Questions like these are frequently heard when referring to stock investment portfolios. In fact, the question has become so popular, there are media programs and television channels devoted to answering this one question. Jeremy Witbeck | Managing Partner

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Why Should I Consider Opening a 529 Plan?

It has been said that buying a home will be the most expensive purchase in most people’s lifetime. Jeremy Witbeck, Partner Unfortunately, college expenses are rapidly approaching and, in some states, exceeding the cost of a home purchase. It can be incredibly stressful and alarming when paying for a child’s

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What Should Be Included in a Comprehensive Estate Plan? (Continued)

Today, I will discuss the durable power of attorney, healthcare power of attorney, and guardianship designations, concluding our conversation about documents that should be considered when developing a thorough estate plan. Jeremy Witbeck, Partner In last week’s article, I discussed the need for additional documents that complement a living trust

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What Should Be Included in my Comprehensive Estate Plan?

Often, when people talk about creating an estate plan, the conversation revolves around the need for a revocable living trust. What most people don’t understand, however, is the living trust is just the beginning. Jeremy Witbeck, Partner There are other vital documents that may be necessary for a comprehensive plan

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Why Do I Need a Living Trust if I Created a Will?

One of the common estate planning misconceptions is that once a person has a will in place, there is no need for further estate planning. Jeremy Witbeck, Partner While a will is an important piece of a comprehensive estate plan, there are other critical documents necessary to ensure your estate