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January 30, 2023

Down But Not Out

After lingering pandemic issues, rising inflation, the war in Ukraine, China lock downs, and unclogged supply-chain bottlenecks, the S&P 500 was knocked down hard last year, but don’t count it out. History suggests that the stock market could be getting…

January 5, 2023

January 2023

Resiliency From Websters Dictionary: Resilience (noun) re·​sil·​ience ri-ˈzil-yən(t)s1: the capability of a strained body to recover its size and shape after deformation caused especially by compressive stress2: an ability to recover from or adjust easily to misfortune or change Covid…

December 20, 2022

Hands-On Trusts

It may be difficult for some to explain when a person mentions the word, Trust. Most people are familiar with the phrase “trust fund” but cannot explain it. As a former estate planning attorney turned Trust Officer, two worlds collide,…

November 8, 2022

Plan Sponsors Exploring Renewed Interest in Defined Benefit Plans

I recently read two articles about employers talking about renewed interest in changing plan design or reopening Defined Benefit Plans that were previously closed or frozen. Employers realize the financial difficulties workers face and are looking to enhance retirement and…

October 10, 2022

Charitable Remainder Trust – is it right for you?

What is a charitable remainder trust? A charitable remainder trust, or otherwise known as a CRT, is an estate planning technique that allows an individual to achieve their philanthropic goals, it can provide you with a source of income during…

September 20, 2022

Is it time to look at Crypto?

There was a recent Wall Street Journal article about a new bipartisan Senate bill being introduced that would give the Commodity Futures Trading Commission (CTFC) oversight of Bitcoin and other cryptocurrencies rather than the Securities and Exchange Commission (SEC). Personally,…

July 21, 2022

Investors Are Still Looking For A Bridge

In 1970, Simon & Garfunkel’s “Bridge Over Troubled Water” topped Billboard’s Hot 100 chart. 52 years later, many investors are weary as portfolios are feeling small following the worst first half year for U.S. stocks since 1970. This year, the…

July 1, 2022

Delaware Asset Protection Trusts

On July 9th, 1997 the Delaware Qualified Disposition Act was enacted. This Act was created to provide asset protection for self-settled Trusts created through Delaware law. A self-settled Trust is a Trust where the person who created and funded the…

June 8, 2022

Can You Keep A Secret? First State Can.

One of the biggest concerns of wealthy families is when and how to tell beneficiaries – typically children – about the wealth and what it represents. Many families feel that children or even younger generations are not ready to comprehend…

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