From the pandemic to inflation, the economy and interest rates, investors have experienced unprecedented challenges over the past few years. We spoke with several experts in the wealth management industry who shared insight on what’s ahead for the future. Jason M. Katz, CPA, CFP, CEPA, wealth adviser and principal at Bartlett Wealth Management, says the biggest…

This is the time of year that many of us take a pause in our busy lives to ponder what we are thankful for.  One of the many things that I am personally thankful for is people’s willingness to share their blessings with others. I was the beneficiary of generosity at a pivotal time in…

The IRS recently announced the 2020 tax filing deadline extension to May 17, and many are taking advantage of the extension. Filing taxes is going to be quite different due to 2020’s unusual circumstances. In the past year, many either shifted to working remotely, started a business, or began freelancing for the first time. Having extra…

Like most other aspects of life, the financial landscape has been anything but typical over the past year. In light of the rocky ride we’ve all endured, it’s an opportune time to take a step back, take a deep breath, and take a good look at some of the elements essential to building your firm…

In the wake of the coronavirus pandemic, the United States has experienced interest rates near record lows. On the surface, low interest rates might sound like a bad thing for investors, but in reality, these rates should be seen as a positive — especially for young people.  Toward the end of last year, the Federal…