The Middle East Conflict
by Lauren Sigman, CFP® and Dan Arcos, CFA® October 9, 2023 Summary of the Conflict Early Saturday, Hamas launched an invasion of Israel. There are reports that Hamas operatives used bulldozers to take down parts of the border barrier between Gaza and Israel, catching the Israeli military by surprise. Hamas also launched rockets at various […]
Mortgage Rates Are Soaring. Here’s What Financial Pros Are Telling Clients to Do.
October 11, 2022 – Principal and Managing Director, Lauren Sigman was featured in Barron’s discussing ‘Mortgage Rates Are Soaring. Here’s What Financial Pros Are Telling Clients to Do.’ “Remember whatever you buy today, you can refinance later, if and when rates go down. I also tell people to get yourself a good mortgage broker to look at a variety of […]
4 Reasons On Why To Stay Invested
By Karen McClintock, CFA August 8, 2022 #1 – Keeping Things in Perspective 2022 has been a uniquely volatile year – stocks and bonds are both down for only the second time in current history. I want to share some historical content about the markets to help you navigate this volatility and keep things in […]
Here’s Some Key Financial Planning Advice for LGBTQ+ People
June 28, 2022 – Principal and Managing Director, Lauren Sigman was featured in Barron’s to discuss ‘Some Key Financial Planning Advice for LGBTQ+ People.’ “If you can’t get married, then have very good estate planning documents, which include financial and medical powers of attorney.” Read the full piece here: https://bit.ly/3nqAEwz
Women Can Find New Voice as Rising Power Donors With a ‘DAF’
By Lauren Sigman, CFP and Karen McClintock, CFA March 21, 2022 – Several months ago, a director who sits on a number of nonprofit boards shared an eye-opening story with us concerning an organization’s recent fund-raising activity. A development officer from a board had received a bizarre call, possibly a hoax, last year from someone […]
Smart Ways To Help Clients See What Comprehensive Planning Entails
By Morey Stettner, Investor’s Business Daily October 1, 2021 – Lauren Sigman was featured in an Investor’s Business Daily’s story on “Smart Ways To Help Clients See What Comprehensive Planning Entails.” Lauren shared her approach: “Instead of trying to educate newcomers about all the services she provides, Sigman invites them to ask questions about their immediate concerns. […]
Capital Gains in Your Portfolio
By Lauren Sigman and Sean Powers “In this world nothing can be said to be certain, except death and taxes.” Depending on who you are talking to, and the size of their expected tax bill, these words from Ben Franklin leave some with a hard time deciding which one is worse. Thinking long term when […]