Articles

What are they? Why are they important? Provided by Financial Advisor A self-fulfilling policy. An investment policy statement (IPS) is a document which helps the client and financial advisor stay “on the same page” by clearly stating the expectations and responsibilities of the client and advisor. A standard IPS will usually take into account the

What is it? How might it affect retirement strategy? Provided by Mark K. Lund, Investment Adviser If you follow national news, you may have heard of the Setting Every Community Up for Retirement Enhancement (SECURE) Act. Although the SECURE Act has yet to clear the Senate, it saw broad, bipartisan support in the House of

Indecision can lead to no decision. Provided by Mark Lund, Financial Planner Investment inaction is played out in many ways, often silently, invisibly, and with potential consequence to an individual’s future financial security. Let’s review some of the forms this takes. Your workplace retirement plan. The worst non-decision is the failure to enroll. Not only

Not all gifts are taxable. Provided by Mark K. Lund, Financial Adviser I’d like for you to meet my friend, Hugh. He’s a retired film stuntman who, after a long career, is enjoying his retirement. Some of what he’s enjoying about his retirement is sharing part of his accumulated wealth with his family, specifically his

The right moves for every age. Provided by Mark K. Lund, Financial Planner Have you ever mapped out your financial timeline? If you’re like many Americans, it may have been more difficult than anticipated. One of the most helpful ways to achieve your financial goals is to break it down by your age. After all,

A windfall from a loved one can be both rewarding and complicated. Provided by Mark K. Lund, Financial Adviser Inheriting wealth can be a burden and a blessing. Even if you have an inclination that a family member may remember you in their last will and testament, there are many facets to the process of