Insights
Preparing for Retirement: Housing
As we are nearing retirement, one of our biggest assets may be our home and there are many questions that arise beginning with: Should you stay or should you move? Although it seems a simple decision, there are many complexities that may ar...
Preparing for Retirement: 5 Things to Consider
Retirement can now take up 20%-25% of a person’s lifespan. To have a successful one takes thought and work that should begin well before it occurs. The list of things to contemplate in the years before retirement is long. We are addressin...
Webinar Replay: Primer on Alternative Investments: Potential Risks, Potential Rewards, and Considerations for Your Overall Investment Portfolio
Watch the replay of our Primer on Alternative Investments webinar. Our special guests covered cryptocurrency, precious metals, and real estate. They also answered questions from attendees live. If you have ever considered alternative invest...
Reducing Your Taxable Estate
You have worked hard to build your estate, don't let estate taxes take a bite out of your heirs inheritance. There are steps you can take to potentially reduce your estate taxes, here are several to consider....
Estate Planning: How to Avoid Probate
Whenever possible, you want to avoid the probate court process. In addition to being costly and complex, probate creates delays in transferring assets to heirs. In addition, the probate process is open to public scrutiny, which is something...
5 Key Estate Planning Tips
5 Key Tips to Estate Planning provide a basis for sound estate planning and will assist in avoiding probate. It is never too early to begin the process of planning the transfer of your estate....
Webinar Replay: Fourth Quarter 2020 Update and Demystifying Trusts and Estate Planning
Webinar Replay: The team from Chase Investment Counsel provided a fourth quarter 2020 market and strategy update and a brief look ahead to 2021. We also welcomed Paula Newcomb and Phil Garland from Expedition Trust Company to provide some t...
The Myths and Realities of Financial Crises
Dr. Robert Bruner, professor at the University of Virginia’s Darden School of Business, addressed the myths and realities of Financial Crises. We have seen many financial crises, said Dr. Bruner, yet they keep occurring and puzzle layme...
Guest Speaker Stephen Moore Doesn’t Hold Back Discussing His Views on the State of Economy Now and What’s to Come
Economist Stephen Moore discuss his views on the state of economy now and what may come with a new president in office. Moore held nothing back in sharing his views of the potential impacts under a 'blue' presidency to come....