Proxy Vote Update: APPLE INC
Below are the resources for and the results of our recent Proxy Vote on behalf of our clients: Proxy Materials: Proxy Statement rF
March 25, 2025
Category: News
Nature
Checking In After Hurricanes Helene and Milton
BLOG > NEWS With hurricanes Helene and Milton affecting many in the Southeast, it’s essential to check in on those around us. Natural disasters don’t
October 11, 2024
Investing Insight
How to get the most of your engagement with your Financial Advisor
BLOG > NEWS Engaging with a financial advisor is significant for both the client and the advisory firm. Considerable time, effort, and resources are invested
March 17, 2025
Estate
Should individuals with disabilities contribute to their 401K? Balancing Retirement Savings and Medicaid Eligibility
BLOG > NEWS A common question arises for individuals with disabilities who enter the workforce: Should they contribute to their employer’s 401(k) plan, especially when
March 17, 2025
News
How Japanese Interest Rates Affect U.S. Stock prices
BLOG > NEWS The sudden downward lurch in the stock market shone a brief spotlight on something called the Yen carry trade, which was cited
March 17, 2025
News
State Tax Rates in Context
BLOG > NEWS Several U.S. states have become attractive destinations for retirees, due to the fact that they don’t charge state income taxes. Florida, Nevada,
March 17, 2025
News
America’s (Dismal) Health Rankings
BLOG > NEWS One of the eternal embarrassments that Americans must endure is our relatively low ranking in the various global health indices. Take, for
March 17, 2025
News
How Will Congress Fix Social Security?
BLOG > NEWS > INVESTMENT It seems like every news cycle includes an article about how the Social Security trust fund is about to run
March 17, 2025
News
“Should I roll over my 529 account to an ABLE account?”: A Financial Decision for Families with Children with Disabilities
BLOG > NEWS > SPECIAL NEEDS https://40034563.hs-sites.com/podcasts/176123491337/rss.xml For families with children with disabilities, financial planning often involves navigating unique challenges and considerations. Recently, I had
March 17, 2025
News
Profits and More Profits
It isn’t being widely reported, but aggregate U.S. corporate profits reached record levels in the 4th quarter of last year, increasing 4.1% after going up
April 8, 2024
