Format: Blogs

A Typhoon Makes it Snow

As I sit looking out the window at the first flakes falling in this early winter season, my thoughts turn to the Asia-Pacific region. Huh? How does snow falling in Wisconsin have anything to do with that region you ask? Well apparently, last week, the remnant of a Pacific typhoon, Nuri, made its way[...]

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How to Write a Greek Tragedy: The Backstory of the Market Basket Saga – as featured in Trusts & Estates

As featured in Trusts & Estates The crisis which unfolded this summer involving the Demoulas Market Basket grocery store chain can be viewed as simply a dispute between employer and employees, or “associates” as they preferred to be called. Alternatively, many current accounts are portray[...]

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2015 Tax Updates

This probably isn’t the most exciting article you will read today – unless you are enamored with taxes – but at least it is short! A new year will be here before we know it and with that in mind the IRS has released its tax updates for 2015. Unlike recent years, no major tax legislation has pa[...]

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The Race

I often listen to country music while reviewing research on Sundays. I like old country music, the kind that tells a story. Yesterday, an old George Jones song called the The Race is On, written by Don Rollins and recorded by George came on. The hook in that song goes: “Well the race is on and her[...]

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New After-Tax Rollover Rules: Helpful and Tax Payer Friendly

While not widely used or known, some employer sponsored retirement plans, including pilot 401(k) plans, allow you to put after-tax money into the account. This is different from a Roth 401(k), which is also after-tax but subject to salary deferral contribution limits. These after-tax contributions m[...]

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The Purpose of Apple Trees and the Family Business

In a recent discussion with Mark Shiller, a highly-regarded estate planning attorney, he posed the following question – “What is the purpose of an apple tree?” I offered the natural answer: “To produce apples.” He suggested that a more accurate answer would be: "To produce more apple trees[...]

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Under the Magnifying Glass

Last week I was in New York visiting several of the money management firms we employ on our clients’ behalf. During the return trip home, I had occasion to read a number of Sir Arthur Conan Doyle’s stories about a favorite character, Sherlock Holmes. In one of the stories Holmes notes that “Th[...]

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Cyber Security — Are You Secure?

October is National Cyber Security Awareness Month and the timing is probably perfect given recent highly publicized security breaches with Home Depot, JP Morgan Chase, the iCloud and just last week the social media site Snapchat. IT departments worldwide work around the clock to protect their firm[...]

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October is a Scary Month

The current environment for stock investors can be trying. Global cross currents regarding economic growth, employment, government policy, and corporate earnings have created the first test of investors’ mettle in almost two years. We have an opportunity to use current market events to review our [...]

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Survivorship Guidance Planning

Just like a pilot’s responsibility extends well beyond the Flight Plan, wealth management means more than just having an investment plan. We view wealth management as managing all aspects of a family’s financial life. As a family, how do you prepare for the unexpected -- such as the loss of a lo[...]

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