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Wealth Planning
Cybersecurity After Equifax
The combination of big-data techniques and massive data breaches means that all consumers, especially the wealthy, are at risk for targeted and sophisticated attacks on…More
Wealth Planning
Fourth Quarter 2017 Insight
It may seem like investing is akin to gambling. Although luck certainly plays a role when it comes to investing, we believe skill determines long-term…More
Wealth Planning
Understanding the New Qualified Business Income Deduction
The new deduction for Qualified Business Income, also known as pass-through income, is one of the most complicated provisions of the tax act. Ray Edwards…More
Wealth Planning
Optimizing Your Mortgage Under the New Tax Law
The tax act cuts the amount of home loan interest you can deduct from your income taxes. Should you still get a home loan? Wealth…More
Wealth Planning
What Grandparents Need to Know About Paying for College
The gift of higher education is one that can have a long-lasting impact on your grandchild’s future. But what’s the best way to go about…More
Wealth Planning
What’s Next After Early Success?
Reaching financial success from your hard work at a young age may leave you feeling a bit lost. Learn how to set a new vision…More
Wealth Planning
Congress Passes Tax Overhaul for 2018
Congress moved at a swift pace to deliver a tax overhaul bill to President Donald Trump. The House of Representatives and Senate made a number…More
Wealth Planning
4 Things to Think About Before Retiring from the C-Suite
For top executives, thinking about what you will do in your later years is essential to having a sound financial plan and being emotionally prepared…More
Wealth Planning
Foundational Elements: Speculator or Investor?
Investors hold U.S. equities expecting periods of low returns. Speculators tend to operate under FOMO, the fear of missing out. Read how Sir Isaac Newton…More
Wealth Planning
The Key to Giving Illiquid Stock
Donating illiquid stock and other assets is a great way to support your favorite charities and save taxes. But it’s more complicated than giving public…More
Wealth Planning
Making It On Your Own: Insurance
Even when you have it all figured out, life can throw you a curveball. That’s why insurance is important to minimize the impact of the…More
Wealth Planning
Avoid Roadblocks on the Safe Route to Retirement
Keeping most of your money in cash or a single stock can be riskier than you may think. Read about how a diversified strategy helped…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 Private Investments, Chair of the Board of Directors, Partner
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Teresa Greenip
Director in Wealth Management, Partner
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Mary Ellen Krueger
Director in Wealth Management, Partner
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David Grecsek
Managing Director in Investment Strategy & Research, Partner
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Stephen Kawasaki
Director in Investment Strategy & Research, Partner
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Nayan Lapsiwala
Director in Wealth Management, Partner
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Lina Sanchez
Senior Manager in Wealth Management, Partner
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Jan Vega
Director in Wealth Management, Partner
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Jason Shemtob
Director in Wealth Management, Partner
Phil J. Kastenholz CFA®, CPA
Director in Investment Strategy & Research, Partner
