As individual taxpayers begin to plan their charitable gifts in 2019, below are some planning points for your consideration that ...

Where do you turn for intellectual stimulation? For me, it starts with books and podcasts, but is cemented with relationships. ...

Given recent investor behavior, we wanted to provide a commentary on diversification, particularly relative to the often highlighted S&P 500 ...

Wouldn’t it be great if we were all in perfect shape and successful? I would argue no. At least we ...

A slew of studies released in the past few years have shown that counter to prevailing logic, the purchase of ...

Years ago, the exemption against estate tax was only $600,000, and that forced many people to address their estate plans ...

At a Berkshire Hathaway annual meeting a few years ago, Warren Buffet was asked, “In light of the record amount ...

In most of our client and prospective client meetings, we reference the term “comprehensive financial planning” as a process that ...

One of our favorite compliments is when clients tell us we have helped the family finally get their affairs in ...

Welcome to our newly-launched website!  For our first post, we’d like to share a brief history of Trust Company of ...

Identity theft.  We hear about it almost daily.  A retailer is hacked and your personal information may be exposed.  A ...

In light of past high-profile securities fraud cases and investment scams such as the Bernie Madoff scandal, the Stanford Financial ...