Did you recently inherit or expect to inherit property? Whether it’s a house or investments, a step-up in cost basis can result in enormous tax savings
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Roth IRA’s are a fantastic, tax-efficient way to save for retirement, but the rules around who can contribute, and how much, are complicated.
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David Edwards, President of Heron Wealth and a graduate of the Hamilton College Class of '83, gave a presentation to current students on how to invest after college, and also gave career tips for those students interested in careers in wealth management.
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Chris will work closely with David Edwards, President, preparing financial plans and following up on client requests.
Chris enjoys working with clients of all ages and backgrounds. Chris believes strongly in providing advice that goes beyond investments.
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With a new year comes a new to-do list. If purchasing life, disability or long term care insurance is one of your resolutions for 2019, we can help! Here are our five tips to ensure that you (and your clients) are finding the best possible options and prices.
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A long time client writes, “No capital gifts this year. Seeing a Dow that is falling like a stone, day after day, does not inspire me. It is acting like 2008 and the economy could not be more polar opposite from 2008.”
Exactly! Yet, US and international stock market performance is the worst since 11 years ago during the 2008-9 financial crisis.
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At any given time in your life you may find yourself with a sudden windfall. Perhaps you've inherited money or a stock portfolio after a relative passed away. Or maybe you have built a successful business over the years that you were able to sell. So what to do with all that money?
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There is a lot more to successfully managing your investment accounts than you may think. Read on for two things you probably do for which it would be beneficial to get some help from the pro's.
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A new client writes, “So . . . why should I not sell all the stocks I still have a profit in?”
That is a reasonable question. From the September 20th all-time high, the major averages have taken quite a pounding.
A friend approached me with an investment opportunity and I would like to know if it sounds legitimate. It involves investing in a company that engages in proprietary trading of international currency, by being a lender to the company. Does this sound like a legitimate investment opportunity?
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You've made the decision to whip your financial life into shape and work with a wealth advisor to achieve your goals. Now all you need to do is find a trustworthy advisor who has your best interest at heart. Read on for the four questions to ask before hiring a financial advisor.
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Timing the market is not a smart strategy for the average investor. Read on to find out why and also learn about three alternative approaches to investing which will hopefully prevent you from pulling your money out of the market in a panic - which is never a good idea.
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We often use this analogy to explain market movements. The stock market is like a massive truck engine block suspended in the air by thousands of piano wires, swaying gently in the breeze.
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This year, we brought on board quite a number of new families, but we've only invested 1/3 to 1/2 of their cash. Why? Because this sharp sell-off, 6% in the major stock market averages over the past 6 days, is exactly what we anticipate when stocks have had a good, long run and valuations are stretched to the high side.
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If you have a college bound high school senior in the house, here are some useful tips you should know about filling out the FAFSA form. The application for the 2019-2020 school year is now available as of October 1st. You can also use this estimating tool to get a sense of options without filling out the complete form.
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