Insurance planning

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As wealth grows, so does the importance of managing risk. Not all risk is related to the investment markets. Many of the risks business owners and high net worth individuals face come through taxation, in transferring business and financial assets to heirs, and unexpected life events such as the death of a spouse or family member, disability, or the need for long-term medical care.

Through our risk management services, we help clients develop plans and secure coverage for their wealth, ownership of a business, and other assets. As an independent firm, we shop the insurance markets to find coverage that fits a client’s specific needs whether for term life, universal life or whole life at a reasonable price. We offer no-cost, no-obligation audits of current insurance coverage for clients with existing policies. Often, our audits uncover gaps in the coverage or benefits offered and we can help clients find risk management solutions that match their current needs.

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Newsletters

 

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August 19, 2014:  Markets Fall on Ukraine Fears, Still End Positive

August 11, 2014:  Markets Fired Up

August 4, 2014:  Markets Tumble on Fed Fears

July 28, 2014:  Mixed Growth Expectations Stoke Volatility

July 21, 2014:  Markets Shake Off Global Worries

July 14, 2014:  Markets Slump As Investors Wait For Earnings

July 7, 2014:  Special Quarterly Edition:  Markets End Quarter on High Note

June 30, 2014: Markets Close Mixed

June 23, 2014:  Is the Bull Market Over?

June 16, 2014:  Markets End Slow Week Lower

June 9, 2014: U.S. Economy Regains All Jobs Lost in the Recession

June 2, 2014:  Markets End May at New Highs

May 26, 2014:  Markets Rally on Housing Data

May 19, 2014: Why Are Bond Yields So Low?

May 12, 2014:  Choppy Week Ends Mixed

May 5, 2014: Special Update: The Labor Market in 4 Charts

April 28, 2014:  Markets Retreat Amid Volatility

April 21, 2014:  The Rebound

April 14, 2014:  Learning From A Market Drop

April 7, 2014:  Quarterly Edition:  Winter Chill Causes Volatile First Quarter

March 31, 2014:  Stocks Fizzle Before Quarter’s End

March 24, 2014: Markets Shake Off Global Gloom

March 17, 2014:  Global Concerns Weigh on Markets

March 10, 2014:  SPECIAL UPDATE:  5 Years Later

March 3, 2014:  Russia, Ukraine, Yellen, and Your Investments

February 24, 2014:  Cold Weather Freezes Economic Data

February 18, 2014:  Special Commentary On Janet Yellen And The Federal Reserve

February 10, 2014:  Markets Rally To Erase Some Loses

February 3, 2014:  Markets Sag On Emerging Market Currency

January 27, 2014: Rough Week. Now What? 

January 20, 2014:  Earnings Reversal Sparks Volatility

January 13, 2014:  Stocks Stall on Jobs Data

January 6, 2014:  SPECIAL EDITION:  2013 In Review

December 30, 2013:  Good to the Last Drop?

December 23, 2013:  Taper’s Here, But The Party’s Not Over

December 16, 2013: Second Weekly Loss on Low Volume, Federal Open Market Committee Concerns

December 9, 2013:  Markets Snap Winning Streak by This Much

December 2, 2013:  Markets Continue 8th Week of Rally

November 25, 2013:  Markets Red Hot or Overheated?

November 18, 2013:  Markets Rally For Sixth Week

November 11, 2013:  Economic Data Stokes Volatility

November 4, 2013:  Markets End Mixed on Earnings

October 28, 2013:  The Rally Continues

October 21, 2013:  Markets Soar on Washington Deal

October 14, 2013:  Upbeat Finish on Deal Hopes

October 7, 2013:  Shutdown and Budget Concerns

September 30, 2013:  Volatility, Volatility, & More Volatility 

September 23, 2013:  Special Update:  Debt Ceiling Showdown

September 16, 2013:  Markets up on Syria Resolution and Tapering Hopes

September 9, 2013:  Markets Edgy Over Syria & Tapering

September 3, 2013: Not A Great Month For Stocks

 August 26, 2013:  Markets Mixed Over Tapering Fears

August 19, 2013:  Renewed Tapering Fears Push Down Markets

 August 12, 2013:  Slow Week Ends Lower On Fed Fears

August 5, 2013:  Jobs, GDP and the Fed

July 29, 2013:  A Slow and Mixed Week

July 22, 2013:  The Bull Keeps Plowing Ahead

July 15, 2013:  Bulls Keep Running On Earnings Results and Fed Reassurance

July 8, 2013:  June Jobs Report Sparks Rally

July 1, 2013:  Coping with Volatility 

June 24, 2013:  Markets Slide on Fed Announcement

June 17, 2013:  Markets Fall on Fed Worries

June 10, 2013:  Stocks Stumble, But Regain Footing

June 3, 2013:  The Fed and an Omen

May 28, 2013:  Markets DRop on Fed Fears

May 20, 2013:  Economy Drives Rally Forward

May 13, 2013:  Strong Earnings Promote New Highs

May 6, 2013:  How is the Economy Really Doing?

April 29, 2013:  Slower Growth Ahead

April 22, 2013;  A Difficult Week

April 15, 2013:  New Highs Despite Mixed Economic Data

April 8, 2013:  Rally Softens; But That May Be Healthy

April 1, 2013:  Perspective on the First Quarter

March 25, 2013:  From Cyprus to Congress

March 18, 2013:  Best Streak Since 96

March 11, 2013:  The Bull Charges; For Now

March 4, 2013:  Resilient Markets Shrug Off Concerns

February 25, 2013:  Markets Decline Ahead of Sequestration

February 19, 2013:  Next Move:  Washington

February 11, 2013: A Rally with Less Gusto

February 4, 2013: New Highs! Now What?

January 28, 2013: Markets Higher Despite Mixed News

January 22, 2013: Resilient Markets, Indecisive Politicians

January 14, 2013: S&P at 5-Yr High

January 7, 2013: And Were Off

January 3, 2013: 2012 in Review