Perspectives

SEP IRAs can be an excellent tool for business owners looking to save more for retirement. In this video, we'll share how SEP IRAs work, plus three things we like about them.

With taxes expected to rise in the future, many investors are wondering whether it would make sense to convert their Traditional retirement account to a Roth IRA.

As a business owner, you have to be energetic and willing to take risk. But there’s a point at which that tendency can go too far, and it’s our job as investment managers to help you manage your risks and plan for the future. These are the top planning mistakes that we aim to help our business owner clients address.

Executives have a number of unique pressures in their lives. From needing to be strategic and clear-eyed to needing to provide morale and support to those around them, our executive clients are often both incredibly incisive and very optimistic when it comes to the workplace.

With the American Rescue Plan signed into legislation, another wave of COVID-19 relief and economic stimulus is about to hit to the economy.

The pandemic has added a new dimension to the question of “when to retire?” The thought of retiring early during the pandemic has certainly crossed many people’s minds. If you are 5 to 10 years away from retirement and could conceivably retire now, does it make sense to go back into the office and grapple with the uncertainties of returning to the workplace in a pandemic? For those who are considering retiring early during the pandemic, the key things to consider are financial readiness, what your lifestyle will be like after retiring and how to plan your estate.

Next year, the Roth IRA will be accessible to investors in higher income brackets. This creates an opportunity for some investors to increase the value of their retirement accounts. In this special commentary, we lay out the ground rules for conversion to a Roth IRA, outline the potential benefits, and provide a few rules of thumb.