Donor Advised Funds for Charitable Giving

Wednesday, 10 November 2021

by Jack Whitley with contributions from Dennis Doble and Alison Wilcox

Donor Advised Funds for Charitable Giving

Are you someone who wants to give back by donating to a charitable organization? If so, let us introduce you to donor-advised funds, the fastest growing charitable gift strategy for investors. 

RSU and Options Planning

Tuesday, 26 October 2021 Dennis Doble

by Dennis Doble, CFP

RSU and Options Planning

Does your compensation package include options, restricted stock units or restricted stock awards? Are you able to participate in an Employee Stock Purchase Plan? These types of compensation can greatly enhance the value of your overall compensation package. They can also produce some headaches when it comes to understanding the details of each type of compensation and the best way to turn them into future dollars. Having a plan in place can help minimize future taxes and prevent you from relying too much on one company for both your income and your investments.

2021 Year End Planning Guide

Friday, 15 October 2021

presented by Rich LeBranti

2021 Year End Planning Guide

With the fourth quarter of a roller-coaster year upon us, one routine remains consistent: it’s time to start organizing your finances for the new year. New rules related to the pandemic, coupled with tax and retirement changes that carried over from last year, means there’s a lot to consider. This checklist highlights some key points to help guide you as you get started. 

Five Predictions for the Future of Media

Thursday, 23 September 2021

presented by Doble LeBranti Financial Group

Five Predictions for the Future of Media

With remarkable speed, the COVID-19 pandemic has accelerated select investment themes across a number of industries. Nowhere is that truer than the media and entertainment sectors where technological advances and work-from-home trends are rapidly changing the landscape.

Do-Over Options for Social Security Claiming Decisions

Tuesday, 21 September 2021

presented by Rich LeBranti

Do-Over Options for Social Security Claiming Decisions

If you claim your social security benefits and then realize doing so might not have been in your best interest, you may have an opportunity for a do-over. There are three strategies that may apply, depending on your individual circumstances. Let’s take a look at each one.

Build Good Money Habits in Your Children

Thursday, 02 September 2021

by Jack Whitley with contributions from Dennis Doble and Alison Wilcox

Build Good Money Habits in Your Children

When it comes to building good money habits in children, experience is the best teacher. Here are a few ways you can help ensure that your children will be financially responsible for years to come.

Answers to Your 5 Biggest Investment Concerns

Thursday, 29 July 2021

presented by Dennis Doble

Answers to Your 5 Biggest Investment Concerns

Markets have been climbing a wall of worry in 2021, reaching record highs even as investors brace for the possibility of elevated inflation, rising interest rates, runaway debt and a bitcoin bubble. With so much to trouble investors, many are wondering how these uncertain times will affect their portfolios.  

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