PUBLICATIONS

INSIGHTS

Our Insights are published online on a regular basis. In them, we share our insights ranging from the macroeconomy to our personal interests.

Beyond that, we also publish our reports on a quarterly basis, in which we share our perspective on the state of the financial markets and our thoughts on investing.

How we think about Stocks

10 April 2024 by Paul Wartman

Clients sometime ask why we don’t own a particular stock; usually the stock in question is a highflyer that has been in the news and just made an enormous move in price. Or they might ask if we are considering the purchase of a fallen angel, a revered company that the market believes has lost its way.

To answer, it is important to note that a “good company” does not always make for a “good stock” just as a “bad stock” does not always make for a “bad company”. It is really a discussion of Price vs Value.

Inherited IRA 2024s: The Pros, Cons & Considerations

28 March 2024 by Will Herrman & Alina Carlson

We dived deeper into the topic of Inherited or Beneficiary IRA's with our very own: ⁠Will Herrman⁠ & ⁠Alina Miska Carlson, CFP®⁠. We go over some of the changes in the Secure Act since 2019, potential advantages, items to verify and key considerations. Please note, this topic is particularly sensitive to individual circumstances, so please consult your advisory team accordingly.

Listen on Spotify or Apple Podcast

Personal Finance: IRa “Cheat SHeet”

13 February 2024 by Will Herrman & Alina Carlson

Given the evolving nature of IRA regulations, we’ve created our own “cheat sheet” on things to remember. As always, each of these will depend on individual circumstances, so please consult your advisory team accordingly. 

investing, tax and estate planning

15 APRIL 2022

Perspectives on investing, tax and estate planning for 2022 with Cannell & Co. and Fiduciary Trust Company International.