Blogs
Read our latest articles designed to help you navigate your financial life with greater confidence.
-
5 minutes
How a Pour-Over Will Works With a Living Trust
A pour-over will can serve as a backup for assets that were not transferred to your living trust during your lifetime. It does not, however, eliminate probate. A revocable living trust requires ongoing attention. As you open accounts, acquire real estate, or make new investments, some assets may remain in your individual name rather than…
-
6 minutes
Understanding CFP, CFA, ChFC, and PFS Credentials in 2026
Choosing a financial advisor means placing significant trust in someone to help guide decisions that can shape your financial future. As you evaluate potential advisors, you may encounter a range of professional credentials, such as CFP®, CFA®, ChFC®, and PFS™, for example, that can make it difficult to understand what distinguishes one designation from another.These…
-
5 minutes
Protecting Your Wealth from a Growing Wire Fraud Threat
Fraudsters are always refining their tactics. One method that has become especially concerning for high-net-worth individuals and families is a sophisticated form of wire fraud. It combines two things that would typically make a request feel trustworthy — a familiar voice or face and a second person seemingly confirming the story — and fabricates both….
