View Our Investment Series

Learn more about how you can get started in investing, view some commonly used investment terms, and watch these "Money Clips".


Overview for New Investors

Learn more about how you can get started in investing, view some commonly used investment terms and watch this video by Nicholas McInnis, Senior Investment Associate

Regardless of what generation you are, learning how to invest is a powerful skill that can provide you with an edge.

πŸ‘‰ View commonly used investment terms.  

Life Planning

Divorce, Second Marriage, and Blended Families

Divorce is an extremely emotional and traumatic time, and probably the last thing you want to think about is taxes. It is easy for estranged couples to overlook the serious financial issues that arise as they seek to divide up their assets and establish independent lives. But even in the midst of fraught divorce proceedings, it is important to consider the tax implications of property division, custody arrangements, and child and spousal support agreements.

πŸ‘‰ Read more on 5 Tax Tips to consider in the case of divorce

Charitable Remainder Trust (CRT)

With a CRT, an investor contributes highly appreciated securities to a CRT, sells highly appreciated stock without capital gains tax, and receives an annuity income stream over her lifetime. 

πŸ‘‰ Learn more about Charitable Remainder Trusts

πŸ‘‰ Read the top 10 reasons for a CRT


When life gives you a worthy cause, consider giving back.

πŸ‘‰ Learn about how you can leave your legacy and get started with philanthropy

πŸ‘‰ What Issues Should I Consider When Establishing My Charitable Giving Strategy?

Estate Planning

πŸ‘‰ Understand the importance of considering all the Estate and Gift Tax planning options

πŸ‘‰ Is it too soon to start thinking about an estate plan?

Other Considerations

Create a college fund for children / grandchildren: Read How to Get Started with 529 Plans

Estate planning: View our guide on Estate Planning 

Caring for your aging parents:

πŸ‘‰ What Issues Should I Consider for My Aging Parents?

πŸ‘‰ What Issues Should I Consider If My Parent Passed Away?

Given the current state, it's also important to factor in inflation as you navigate your future life planning

πŸ‘‰ Here are some issues to consider during times of high inflation

How to Choose the Right Type of Advisory Firm

There are many different descriptions within the financial services industry for financial management companies, including asset management, wealth management, and family office services. So when choosing an advisor, it’s key to understand the differences between these terms and the capabilities that different types of managers offer. View this video or read more on choosing a financial advisory firm.

πŸ‘‰Also, read commonly asked questions on the differences in wealth and financial advisory firms.