IN THE NEWS

Resilience is essential in times of market uncertainty. In a recent Investopedia article, Senior Associate Wealth Manager Daniel Shomper, CFP® shared tips for investors on building a resilient portfolio. “Being a resilient investor is all about staying invested during market downturns,” he said. “This gives investments time to [...]

Executives may feel the pressure to exercise their stock options with equity markets near all-time highs. While high stock prices may be enticing, there are several complex factors to consider. In a recent Barron's article, Partner and Senior Wealth Manager Chris Martin, CFP® explains one way clients can [...]

For some taxpayers, changes in tax law can prompt a reevaluation of giving strategies. Thanks to the OBBBA, qualified charitable distributions may provide more opportunity to maximize giving impact while lowering taxes. Wealth Advisor Brian Tullio was featured in a recent Financial Advisor Magazine article discussing how new [...]

While the estate planning process may be similar for everyone, the outcome is unique to every individual and family. In a recent Cleveland Jewish Publication Company article, President and Founding Partner Mark Weiskind, CFP, CPA/PFS (inactive) breaks down some of the possible personalized elements of estate plans. “The [...]

To leave a financial legacy, a robust estate plan is critical. Without a thoughtful strategy in place, you risk losing accumulated wealth to taxes, probate, or family conflict. In a recent GOBankingRates article shared by Yahoo Finance, Wealth Manager Brian Tullio shared his thoughts on commonly overlooked estate [...]

Tax law changes outlined in the recently signed Big Beautiful Bill may impact how taxpayers approach tax planning moving forward. Wealth Manager Brian Tullio was featured in a GOBankingRates article outlining whether taxpayers should accelerate income or deductions before 2026. “Proper tax planning requires a thorough understanding of [...]

With tax credits set to shift under the Big Beautiful Bill, taxpayers may see both gains and losses depending on their situation. Wealth Manager Dina Powers was featured in a GOBankingRates article, also shared by Yahoo Finance, discussing the implications of the Big Beautiful Bill. “The nonrefundable Child [...]

Unsure how to allocate your income? From building an emergency fund to contributing to retirement accounts, a smart investing order of operations can help maximize the value of your money. Associate Wealth Manager Alex Canitano was recently featured in a ComparisonAdviser article, where he shared his thoughts on [...]

For some, estate planning can be a complex process, and one overlooked step can lead to numerous challenges for the beneficiary. Chris Martin, CFP®, partner and senior wealth manager, spoke with Cleveland Jewish News about common estate planning mistakes and how clients can avoid incomplete planning. “When somebody [...]