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Wealth Planning
Selecting From the Credit Card Cornucopia
Choosing the right credit card for you depends on your unique spending patterns, desire for simplicity versus benefit optimization, and willingness to pay an annual…More
Wealth Planning
5 Steps to Starting a Giving Plan
The process of establishing a giving plan is a lot easier — and can even be more fun — if you break it down.More
Wealth Planning
A Look at Continuing Care Retirement Communities
If you’re thinking about moving to a retirement community at some point, Continuing Care Retirement Communities are an increasingly popular and unique housing option for…More
Wealth Planning
Finding Inspiration From Value Stocks
While it may feel more comfortable to chase performance, taking a rigorous, systematic approach to your investment portfolio will steer you toward fundamental value and…More
Wealth Planning
Financial Planning for Women: Knowing What Really Counts
Today, women are far more motivated, knowledgeable and involved in their financial lives than earlier generations.More
Wealth Planning
7 Tips to Help You Avoid an Audit
No matter how wealthy you are, there are some situations and common mistakes that increase your odds of being audited.More
Wealth Planning
The Key to a Happy Marriage: A Pre-Nuptial Agreement
No matter who has what or how much, a marital agreement can be an effective, practical way for spouses to list assets and define roles…More
Wealth Planning
Market Perspective Master Limited Partnerships
The MLP sector is still in a formative stage of development, and its transformation into a more mature asset class with greater depth isn’t going…More
Wealth Planning
The Generational Shift in Home Ownership
Home ownership may no longer be a goal of the next generation. We have seen a dramatic demographic and economic shift.More
Wealth Planning
Second Quarter Market Perspective July 2015
Over the past year, the market has had difficulty assessing the magnitude of financial tremors emanating from epicenters around the planet.More
Wealth Planning
First Quarter Market Perspective
Apr. 2014
After five years of stellar performance, and over a year of very low volatility, global equities became more "normal" during the first quarter of 2014.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
Senior Manager 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
Senior Manager 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
