Blog

You may have financial questions—most revolving around the accumulation, preservation and transfer of wealth. How do I build more wealth? How do I protect what I have? How do I transfer it tax-efficiently to my heirs? How do I structure my charitable giving for maximum impact?

Tim Starkey, a Certified Financial Planner® and Chartered Financial Consultant® with over 15 years of experience discusses these topics and more. Tim loves communicating with people about their wealth and helping them work towards achieving what is most important to them. Here, he discusses common money questions you may (or should) be wondering about.

Manage Your Tax Bill For 2020 and Beyond

October 2, 2020 Insights

In light of recent tax reform, we want to cover some of the biggest changes that were introduced and things to be thinking about as we approach year end.

How Elections Have Historically Affected Financial Markets

September 8, 2020 Insights

With over 20 years in this business, I’ve never seen such a demand for more information about how elections have historically affected financial markets. So, we put together a 9 minute video to provide some context.

The Stock Market and the Economy Are Not the Same: A Guide to Understanding the Difference

September 1, 2020 Investment Insights

Stocks have been up — but unemployment has also risen. Why is that? Here, we break down the major differences between the stock market and the economy.

Roth Conversions: What You Need to Know

August 12, 2020 Retirement Funding Insights

While you may have chosen to save using a traditional IRA, you do have the option to switch to tax-free retirement income. Who should consider a Roth conversion, and who should stay away? We've got your biggest questions answered.

Low Taxes May Not Last

August 3, 2020 Insights

Because wealth isn't about what you make, but what you keep, there are a number of strategies to consider now to help protect your wealth from a potentially rising tax environment.