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Wealth Planning
Key CARES Act Provisions for Individuals
To help us through the coronavirus pandemic, the federal CARES Act brings financial relief in the areas of retirement savings, charitable contributions, direct payments, student…More
Wealth Planning
9 Behavioral Risks to Investing
During volatile markets, our emotions and biases can lead us to make unwise decisions that jeopardize a well-thought-out financial plan. Learn about common investing behaviors…More
Wealth Planning
Jargon Busting: Demystifying Investing
During turbulent financial markets, it’s helpful to understand the industry lingo. Learn general investment and tax terms to help you be a more confidant investor.More
Wealth Planning
You’ve Heard of the Prenup. What About a No-Nup?
When living with your significant other, financial matters are unavoidable. Equity, fairness and protecting your own personal interests are important areas to discuss. Learn how…More
Wealth Planning
Why a Direct Listing Might Be a Good Idea
Direct listings of companies going public are on the rise. Find out if a direct listing is right for your firm and what it means…More
Wealth Planning
6 Groups Impacted by the SECURE Act
The SECURE Act brings a lot of changes to the retirement landscape and beyond. Read about the special provisions to find out who benefits and…More
Wealth Planning
Relationship Dynamics When Women Inherit Wealth
When a woman receives a large inheritance, it can have a big impact on her marriage. A doctoral candidate in clinical psychology who studied these…More
Wealth Planning
15 Money-Smart Things to Do for the New Year
Our experts offer a range of financial tips to help you save money, minimize taxes and be more organized in 2020.More
Wealth Planning
Wealth Transfer and the Gift Tax Exclusion
The gift tax exclusion can help you pass along your wealth to loved ones tax-free and reduce estate taxes. Learn about the different strategies you…More
Wealth Planning
Wealth Planning Your Employee Benefits
It’s open enrollment season. Understand the basics of employer-provided health care insurance and retirement savings plans so you can craft a benefit plan that aligns…More
Wealth Planning
6 Steps to Take Charge of Your Financial Journey
When it comes to building and preserving wealth, women have unique strengths and challenges. Play up your strengths and overcome challenges by following these steps…More
Wealth Planning
What You Need to Know About Social Security
Social Security is an important benefit program, but creating an appropriate strategy is often challenging. Be aware of the important considerations to sift through to…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
