How do we serve you?

    • By helping coordinate your Long-Term Care benefits with your insurance company
    • Establishing Auto Pay for your monthly Assisted Living Expenses (if preferred) 
    • Annually coordinate Tax Documents with your CPA
    • Set up Auto Pay for Quarterly Estimated Taxes (if required)
    • Reviewing Estate Planning Documents and Beneficiary Designations, Proper Titling
    • Deep dive into your Insurance Policies, Beneficiaries Correct, Policy still needed 
    • If desired, establish Family Meetings to keep your heirs informed and updated of your wishes
    • For our clients Asset Protection, we use EverSafe to help protect against elder fraud
    • If desired, add Power of Attorney for heirs oversight and continuity should you fall ill

    • Multi-Generational practice works closely with future generations to educate on wealth

    • Purposeful Limited Practice for personalized attention to detail and timely response time

Infographic: Debunking Social Security myths

Shine some light on these common misconceptions to help get the most from your hard-earned benefits.
Retirement & Longevity

When it comes to U.S. electricity demand, chatbots matter more than cars

07/15/2024
Artificial intelligence is set to become a game changer for the electric power industry, notes Pavel Molchanov, Managing Director, Energy Analyst, Equity Research.
Economy & Policy

Walking the tightrope

07/15/2024
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing

Good June CPI print raises bets for rate cuts

07/12/2024
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy

Key trends that are poised to drive the market

07/12/2024
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing

2024 election: Prepare for a sweep?

07/11/2024
Managing Director, Washington Policy Analyst Ed Mills breaks down the 2024 race for Congress and key issues Washington D.C. will tackle in 2025.
Economy & Policy

Webinar replay - City of lights, market of opportunities

07/11/2024
Chief Investment Officer Larry Adam provides timely market and economic commentary and analysis.
Markets & Investing

Tailor your taxes for retirement

From withdrawals to conversions, taxes in retirement can be a balancing act.
Retirement & Longevity

Identify the connection between net worth and risk tolerance

Understanding your risk profile is an important component of managing significant wealth.
Family & Lifestyle

Beyond demographics

07/08/2024
Chief Economist Eugenio Alemán and Economist Giampiero Fuentes note that the global population is heading into a sustained decline for the first time in recorded history.
Economy & Policy

A recession is coming

07/08/2024
Drew O’Neil discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing

Social Security's uncertain future?

It’s an election year, which means you can expect to hear presidential candidates being asked about their plan for preventing Social Security from going bankrupt.
Retirement & Longevity

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