The Silver Lining

January 2016  By: MALCOLM BUTLER, JD

Two thousand and fifteen was a challenging year for investors. Outside of some very large companies with high growth rates (Amazon and Facebook, among a few others), the majority of stocks in the S&P 500 ended the year with negative returns. U.S. small cap stocks also suffered as did most international and emerging market stocks….

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Legacy Planning

January 2016  By: JULIA BUTLER, CFP®, JD, MBA, CFEI

Within the last year, my husband and I revisited our estate plan. In the end, we felt confident that we’d accomplished all the usual objectives—protecting and preserving financial assets for future generations, minimizing taxes, and so forth. But recently a colleague introduced us to another concept we had not really addressed in planning for our…

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