By Greg Berg, CFA, CAIA - Senior Vice President & Senior Portfolio Manager After an extraordinary advance in the S&P 500 of nearly 60% from the low in February 2016, which included gains of 21% in 2017 and 6% in…
The Internal Revenue Service announced on October 19, 2017 cost of living adjustments affecting dollar limitations for pension plans and other retirement-related items for tax year 2018. The contribution limit for employees who participate in 401(k), 403(b), most 457 plans,…
By J. Bryan Allee, J.D. - Vice President & Chief Fiduciary Officer According to a study in 2016, the average U.S. household carries $16,748 in credit card debt, $28,948 in auto loans, and $176,222 in mortgage debt. Total consumer…
By Trenny Garrett, J.D. - Senior Vice President & Relationship Manager Since the estate tax exemption was raised a few years ago to over $5 million per person and indexed for inflation, many people think that revocable living trusts…
Deciding when and how to save for a child’s future college education, while saving for your retirement, is quite a balancing act.
Communicating with your grandchildren can be tough these days. They may live miles away and you may only get to see them a few times a year. Even if they live close by, they are often so busy with school,…