By Rosanne Rogé, CSA, RFG, CFP® Managing Director For those age 70 ½ who are required to make annual Required Minimum Distributions (RMD’s) from their Individual Retirement Accounts (IRA’s), the U.S. Internal Revenue Service (IRS) has given individuals, who can afford to be philanthropic, a gift in the form of a tax break. The Tax...Read More

By Kelley Caponigro Assistant to the Chairman & CEO Although there are many different definitions of success, the four main elements that contribute to success are freedom of time, money, relationships, and purpose. Dan Sullivan, founder of The Strategic Coach, Inc., says that “when you lose sight of these four freedoms, that’s when you start...Read More

By Kelley Caponigro Assistant to the Chairman & CEO There are a great deal of articles and theories on how to tell a good financial advisor from a salesperson or product-pusher. The problem is that most salespeople are so good at looking and sounding like the real thing that it can be difficult to unmask...Read More

Although some people prefer to have their trusted advisors work independently from one another, amazing things can happen when professionals come together for the well-being of their client. Allowing your financial advisor, accountant, and estate planning attorney to collaborate can often lead to a stronger support system and additional money saved. Such was the case...Read More

Years ago most students could work a part-time job while attending college and graduate debt-free. Today, student loans are essentially a guarantee, and depending on things like financial aid, 529 plans and scholarships, a college education could end up costing hundreds of thousands of dollars. Don’t get discouraged though. With a little planning and understanding,...Read More

By Kelley Caponigro Assistant to the Chairman & CEO When you hear “Financial Advisor,” you certainly don’t simultaneously think, “Dentist.” Nor do you hear “Dentist” and think “Financial Advisor.” However, the two professions have similar qualities and conundrums. Outlined below are just four similarities that dentists and financial advisors have in common. 1. To Be...Read More

By Kelley Muhsemann Marketing Manager With Halloween quickly approaching, we thought it would be fun to sit around the virtual campfire, and talk about certain aspects of finance that some folks find particularly spooky. Don’t be too frightened though! We’ve also come up with solutions for these scary situations to help you overcome your financial...Read More

Managing Director Rosanne Rogé was quoted in The Wall Street Journal on May 3, 2015, in an article titled, “Male Investors vs. Female Investors.” The article, written by Georgette Jasen, discusses what men and women can learn from each other’s best investment habits. To view the full article, click here. If you would like to...Read More

By: Steven M. Rogé, MBA, AIF® Director of Research and Portfolio Management Going back thousands of years, one of the very basic ways to measure was done using a Balance Scale. Simply knowing the weight on one side and loading up the other side of the scale would give the weight measurement of an item....Read More