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Despite Bumps Along the Way, Road to Economic Recovery Shows Promise
Byline:
Presented by Sarah Ruef-Lindquist
Tue, 07/14/2020 - 3:00pm
Halfway through 2020, we’ve already had enough news (and then some) to fill up an average year. So...
Doing “well” by doing “good”: Socially Responsible Investing in 2020
Byline:
Sarah Ruef-Lindquist, JD, CTFA
Fri, 06/26/2020 - 9:30am
The world of investing is increasingly focusing attention on ways in which capital can be invested...
Taking Care: Elder Financial Exploitation
Byline:
Sarah Ruef-Lindquist, JD, CTFA
Wed, 05/20/2020 - 8:30am
The cases of financial abuse targeting the elderly are increasing. A February 2019 article on AARP’...
2020 RMD Holiday, charitable giving perks and other aspects of tax relief and economic stimulus legislation
Byline:
Sarah Ruef-Lindquist, JD, CTFA
Mon, 04/06/2020 - 10:45am
By now anyone even in self-quarantine and not living under a rock knows that legislation has been...
Is the Bear Market Here to Stay?
Byline:
Presented by Sarah Ruef-Lindquist
Fri, 03/13/2020 - 3:45pm
With the Dow dropping 20 percent from its highs and the S&P 500 following suit, we have finally...
What Does the Coronavirus Mean for Investors?
Byline:
Presented by Sarah Ruef-Lindquist, JD, CTFA
Thu, 02/27/2020 - 1:00pm
Despite attempts by Chinese authorities to contain the coronavirus, the numbers make clear that the...
The SECURE Act, Part II
Byline:
Sarah Ruef-Lindquist, JD, CTFA
Fri, 01/24/2020 - 10:00am
Earlier this month, we shared how with January 1, 2020 came a host of changes in how retirement...
The SECURE Act
Byline:
Sarah Ruef-Lindquist
Fri, 01/03/2020 - 4:15pm
Happy New Year! With January 1, 2020 comes a host of changes in how retirement planning will be...
DIVORCE: Managing details in the midst of devastation can make a big difference long term
Byline:
Sarah Ruef-Lindquist, JD, CTFA
Tue, 10/22/2019 - 3:00pm
Divorce rates exceed 50% for first marriages in many parts of the US, and 67% for second marriages...
Fact vs. Fiction: 529 Savings Plans and Coverdell Education Savings Accounts
Byline:
Sarah Ruef-Lindquist, JD, CTFA
Mon, 10/07/2019 - 11:45am
Fiction: The money I put into a college savings account will hurt my child’s chances of receiving...
Market Faces More Turbulence, But Positive Trends Continue
Byline:
Presented by Sarah Ruef-Lindquist, JD, CTFA
Tue, 08/20/2019 - 10:30am
It’s been a tough time for the markets. Indeed, we recently saw the largest stock market drop of...
Market Update for the Month Ending July 31, 2019
Byline:
Presented by Sarah Ruef-Lindquist, JD, CTFA
Fri, 08/09/2019 - 9:45am
Positive July for U.S. markets Markets had a solid start to the third quarter, with all three major...
Market Update for the Quarter Ending June 30, 2019
Byline:
Presented by Sarah Ruef-Lindquist, JD, CTFA
Mon, 07/08/2019 - 3:30pm
Strong June leads to positive quarter for markets June was a great month for stocks, as all major...
Doing well by doing good? The increasing practice of Socially Responsible Investing
Byline:
Sarah Ruef-Lindquist, JD, CTFA
Fri, 05/31/2019 - 11:45am
There are many ways to be well. Most people consider wellness to include physical health and well-...
As financial advisors, we are not afraid to use the “F” word: Fiduciary
Byline:
By Sarah Ruef-Lindquist, JD, CTFA
Thu, 04/11/2019 - 1:30pm
Several years ago there was a lot in the news about a “fiduciary rule” that was going to change how...
Making the case for a three to six month reserve fund
Byline:
Sarah Ruef-Lindquist, JD, CTFA
Tue, 01/29/2019 - 3:00pm
The news has been full of stories about the fallout from the federal government furlough while...
Your New Year’s Resolution? Max out 2019 IRA and other Retirement Plan Contribution Limits
Byline:
By Sarah Ruef-Lindquist, JD, CTFA
Mon, 12/03/2018 - 1:30pm
The elimination of most pension plans, also known as “defined benefit” plans over the past 40 years...
The double whammy: Rising interest rates, and less robust stock market performance
Byline:
Sarah Ruef-Lindquist, JD, CTFA
Mon, 11/19/2018 - 9:00am
Over the past weeks, my colleagues and I have been having many conversations with our clients who...
“To whom much is given, much is expected”
Byline:
Sarah Ruef-Lindquist, JD, CTFA
Thu, 11/01/2018 - 2:00pm
In June 2018, the Chronicle of Philanthropy, in an article by Megan O'Neil, predicted a $16.3...
Women and Philanthropy: The fairer sex also happens to be the more generous
Byline:
By Sarah Ruef-Lindquist, JD, CTFA
Wed, 08/01/2018 - 2:15pm
Our last installment in June about Giving USA 2017 was a positive reflection on the continued and...