Category: Wealth Management
Q&A with Melissa Santas Peterson of MFA’s Wealth Management Practice
Read our Q&A with Melissa Santas Peterson, CFA, President & Chief Investment Officer of MFA's…
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Women & Financial Wellness: Tips for Taking Control of Your Finances
While nearly everyone has been affected by the COVID-19 pandemic, the economic impact has been…
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Retirement Contribution Extensions, Tax Increases, and More Market-Related News This Week
Our team is monitoring deadline extensions, potential tax increases, and more market-related news that could…
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Understanding the Relationship Between Inflation and Investing
Inflation is the rate at which the average prices of goods and services increase over…
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Time, Not Timing, Is the Key to Investing
This year has presented investors with many reasons to reevaluate their investment strategy, or even…
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Aligning Your Financial Plan to Your Goals During Market Volatility
While the market volatility of 2020 has been remarkable, valuations and capital markets assumptions are…
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Year-End Financial Planning Checklist
We highlight a few of the common themes, answer some frequent questions, and summarize steps…
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The Family Business: Leaving a Legacy
Examining opportunities for family business owners to leave legacies for their families through estate planning…
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What About My Business Assets? A Guide to Helping Business Owners Manage Their Illiquid Wealth
Business owners should examine their business from an investment perspective and consider valuation, insurance, estate…
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Estate Planning Opportunity: Grantor Retained Annuity Trust (GRAT)
A GRAT is an irrevocable gifting trust that can make for a compelling estate planning…
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