Insights

Wealth Planning

Changing Your Domicile

This article discusses the differences between domicile and residency in taxation and includes a checklist to help you understand the steps necessary to establish a new domicile. ▸

Investments - Markets

Q2 Market Outlook: How High Is Up?

In our Q2 Market Outlook article, our Chief Investment Officer Hans F. Olsen, CFA, discusses how markets have reacted as investors begin to imagine how “normal” might look. ▸

Retirement

Roth Conversions: Is Now the Time?

Investing with a Roth IRA enables tax-free growth. To take advantage of this benefit, you need to invest after-tax dollars that have been set aside in a retirement savings account. ▸

Information Security

Maximizing Email Security

Dependence on technology, exacerbated by COVID-19, has left some Americans vulnerable to various forms of cyberfraud. This article discusses a few easy steps that can help protect your information security. ▸

Investments - Markets

2021 Market Outlook

While financial markets generally recovered from their losses in the first half of 2020 to end the year on a strong note, can this momentum be sustained? Our CIO highlights the key forces likely to drive the economy and markets. ▸

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