Blog

Presidential Candidates’ Estate Tax Proposals

October 19th, 2016|

By Jeffrey R. Wolfe, Vice President and Manager, Estate Planning Strategies and Affluent Client Services

As we come to the end of the election cycle (thankfully), one topic among the presidential candidates that falls in line with National Estate Planning Awareness Week (October 17-21, 2016) is estate and gift taxes. We will compare the current estate […]

Is Your Estate Plan Organized?

October 18th, 2016|

By Jeffrey R. Wolfe, Vice President and Manager, Estate Planning Strategies and Affluent Client Services

It’s National Estate Planning Awareness Week (October 17-21, 2016). Do you know where your estate planning documents are located and what they say? People often have a will or trust “somewhere,” whether that’s in a file cabinet or a safety deposit […]

I Ain’t Scared

October 17th, 2016|

By Pete Biebel, Vice President

 
Halloween is still two weeks away, but conditions got a lot more frightening last week. Through most of the summertime the market’s journey forward was uneventful. The averages hung near their highs, skipping merrily along without a care. There was very little deviation from the narrow path. Rising interest rates caused […]

2016 National Estate Planning Week: October 17-21

October 17th, 2016|

By Jeffrey R. Wolfe, Vice President and Manager, Estate Planning Strategies and Affluent Client Services

It’s National Estate Planning Awareness week (October 17-21, 2016), a concept led by the National Association of Estate Planners and Councils. In support of this effort we will be bringing you helpful planning and organization ideas throughout the week to help […]

In the Eye of the Storm

October 10th, 2016|

By Pete Biebel, Vice President

Last week I wrote that recent market action was similar to a hula dancer figurine on a car’s dashboard: a lot of motion back and forth, but no net movement (see Shake, Rattle and Roll). In the week just ended, it felt like more of the same. For the week, the […]

Shake, Rattle and Roll

October 3rd, 2016|

By Pete Biebel, Vice President

Last week’s market activity had more twists and turns than an Elvis impersonator. It reversed direction more nimbly than a tango instructor. A week that was overflowing with catalysts and rumors began with a steep shake-out, but ended rolling higher to a small gain before it was over. A potentially failing […]

Ask Oscar

September 26th, 2016|

By Pete Biebel, Vice President

The stock market is back near all-time highs, but I’m not impressed. Just call me The Grouch. Maybe it’s because summer is already over when it seems like it just started. Maybe it’s because the Cubs have already clinched their division while the Cardinals are struggling to earn a wildcard spot. […]

Business Owners: How do you respond when a potential buyer approaches you?

September 19th, 2016|

By Shelby Schagrin, Managing Director – Investment Banking

As a business owner, you most likely have been contacted numerous times by someone interested in buying your business, as the mergers and acquisitions market continues to be strong.

How should you respond?

You should be very wary and careful as most inquiries will be unqualified buyers or buyers looking […]

September is Life Insurance Awareness Month: Are You Covered?

September 13th, 2016|

By Dan Schulte, Vice President and Manager, Annuities and Insurance

September is Life Insurance Awareness Month which is a month-long public awareness campaign sponsored by the nonprofit organization Life Happens.

According to a recent* study 1 in 3 households would have immediate trouble paying living expenses if the primary wage earner died. If the income you earn […]

This is Only a Test…Maybe

September 12th, 2016|

By Pete Biebel, Vice President

The drill began on Friday when wild market action sounded the alarm. Like a klaxon horn on a submarine, it was a loud and clear message that, after months of trolling along just below the surface of the old highs, at periscope depth, the time had come for the market averages […]