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Wealth Planning
The Road to Financial Wellness
Practical tips from two working moms Empowering women is near and dear to our hearts, as we are both passionate about the topic. to help…
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Wealth Planning
Putting the Joy Back into Philanthropic Giving
Tax season is a great time to review, and potentially make changes to, your annual charitable donations. If you’ve lost some of the joy of…More
Wealth Planning
The IRS provides taxpayer relief for victims of weather disasters in certain CA, GA, and AL counties
The IRS is offering tax extensions for certain counties impacted by the severe storms. Residents of identified counties in California, Georgia or Alabama, may be…More
Wealth Planning
Retirement opportunities created by SECURE Act 2.0
SECURE Act 2.0 comprises a host of provisions. In this article we cover some of the retirement planning opportunities for individual retirement accounts (IRAs) in…More
Wealth Planning
A Guide to Healthcare Options in Retirement
In this article, we discuss the healthcare options available to you in retirement, specifically if you are not yet eligible for Medicare. While costs may…More
Wealth Planning
Year-End Tax Considerations
For many investors, 2022 has been a year to forget. But there could be an upside to the downturn, particularly if you’re looking to reduce…More
Wealth Planning
Managing Lock-Up Periods During Volatile Markets
During volatile markets, managing equity compensation during a lock-up period can be particularly stressful. The key is to plan ahead. Read some tips to managing…More
Wealth Planning
Answers to 12 Top Long-Term Financial Planning Questions
When we talk to clients about their money, certain questions pop up again and again. Find out what we generally say, depending on each client’s…More
Wealth Planning
Aging Wisely: Stay put or move on?
We all need to plan for where we’ll live and who will help take care for us in our later years. But there’s a lot…More
Wealth Planning
Envisioning Life After Your Family Business Succession
Have you envisioned what your life will look like after you’ve transitioned from the family business? The emotional side needs succession planning too.More
Wealth Planning
Series I Bonds: A Bright Side of Higher Interest Rates
During these days of rising inflation and interest rates, federal Series I bonds are a good savings option. Learn what they are and how they…More
Wealth Planning
Financial Wellness for Women: A 7-Step Guide
Women tend to ensure their family’s basic financial and other needs are taken care of before their own. It often comes with managing a household…More
Wealth Planning
A Woman’s Financial Guide to Successful Career Transitions
Women going through career transitions have plenty to think about. A solid financial plan can ease the burden. Learn about stock compensation, 10b5-1 plans and…More
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Meet the Authors
John Allen
Chief Investment Officer, Partner
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Phil J. Kastenholz
Director in Investment Strategy & Research, Partner
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Marc Castellani
Managing Director in Investment Strategy & Research, Member of Board of Directors, Partner
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Chase Arima
Research Analyst in Investment Strategy & Research
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Mary Ellen Krueger
Director in Wealth Management, Partner
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Tom Tracy
Managing Director in Planning Strategy & Research, Member of Board of Directors, Partner
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Malik Dawood
Director in Tax Services
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David Grecsek
Managing Director in Investment Strategy & Research, Partner
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Sandra Conners
Director in Wealth Management, Partner
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Stephen Kawasaki
Manager in Investment Strategy & Research, Partner
Phil J. Kastenholz CFA®, CPA
Director in Investment Strategy & Research, Partner
