News & Resources – Articles 2018-11-29T18:24:53+00:00

Investor Solutions didn’t just happen. It’s been carefully constructed to provide our clients with what we believe will be the best possible investor experience.


Generate Retirement Income With A Split Interest Charitable Trust

Here’s a little tax magic to augment your retirement income. This works for people with a highly appreciated asset that they would like to convert to a lifetime income and also down the road benefit a favorite charity: The split interest trust. We most often see this technique used with appreciated real estate, but it would work with any highly [...]

By | March 3rd, 2019|

Revocable Trusts In Estate Planning

No two families are alike or have the same concerns about their estate planning. But many common concerns can be addressed by properly drawn relatively simple trust provisions incorporated into a revocable trust. In real life this is only one tool of many to craft a proper estate plan. There are many ways to reach your goals for your family. [...]

By | February 25th, 2019|

Revocable Trusts: The Swiss Army Knife Of Financial Planning

Trusts are one of the most versatile items of the financial planning toolkit. But, they are not just for rich people. With the new higher estate tax exemptions avoiding or reducing estate tax is not a concern for most of us. But, there is so much more trusts can do to solve critical problems for most families. Trusts are a [...]

By | February 21st, 2019|

Should You Freeze Your Credit? Probably!

You could wake up one day soon to find that a criminal had used your good credit and stolen identification information and to purchase themselves a new Jaguar, take out a mortgage on your home, or open up some credit cards and then max them out? We all know somebody that’s happened to. There have been so many data [...]

By | January 24th, 2019|Tags: , |

Get Serious About Securing Your Data

If you are not paranoid about cyber security, identify theft, or fraud, you should be. Today’s hot news from the Washington Post: “Marriott discloses massive data breach affecting up to 500 million guests.  The hotel giant said an unauthorized party had accessed the reservations database for Starwood hotels, one of Marriott’s subsidiaries. The breach included names, email addresses, passport numbers [...]

By | November 30th, 2018|Tags: |


For over 25 years, integrity and commitment have been the hallmark of our client relationships.