Tag Archives: Trust and Wealth Management

Jeff Ritchie

Jun 26 2017

Part 2 of 2: Examining Account Types – Payable on Death Accounts


An account that contains a “Payable on Death” (POD) designation is very different than an account just in your name.  You are strongly advised to consult with your estate planning attorney before adding or removing POD designations as changes may …
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Jeff Ritchie

Jun 19 2017

Part 1 of 2: Examining Account Types – Joint Accounts with Survivorship


Thinking about opening a joint account? Here are some items to consider when opening a joint account with survivorship with someone other than a spouse:

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Aaron Schaefer

Apr 10 2017

The Economy and Market from Here… at Hills April 2017


The Economy and Market from Here...at Hills.

The stock market continued its march upward in the first quarter. Domestic stocks as measured by the S&P 500 rose 6.07% through March 31st. International markets fared slightly better, as the MSCI EAFE rose 7.39% over the same period. These …
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Aaron Schaefer

Jan 04 2017

The Economy and Market from Here… at Hills January 2017


The Economy and Market from Here...at Hills.

U.S. financial markets have reacted swiftly to the results of the Presidential election. Equities have reacted positively as campaign promises of fiscal stimulus and tax cuts should provide a backdrop for stronger economic growth – at least domestically. The S&P …
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Aaron Schaefer

Oct 05 2016

The Economy and Market from Here… at Hills October 2016


Economy and Market Here at Hills

BREXIT came and went with a lot of volatility.  Initially, global stock markets declined but reversed course quickly and have rallied throughout the rest of the summer.  The S&P 500 lost 5.3% following the election results, but immediately recovered and …
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Aaron Schaefer

Jun 24 2016

Brexit’s (British-Exit) Meaning for the Economy and Market


Brexit Meaning to the Economy and Market

On June 23, 2016 citizens of the United Kingdom voted on a referendum to leave the European Union (EU). The result came as a surprise to many economists and market analysts. The uncertainty caused by this vote sent shock waves …
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Jeff Ritchie

Jun 22 2016

5 Estate Planning Documents You Should Consider


5 Estate Planning Documents You Need

There are a number of important legal documents you should consider when developing your Estate Plan.

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Vincent Gaffney

Jun 08 2016

Why Your Estate Plan Should Include Provisions For Digital Assets


Estate Planning Digital Assets

What happens to your Facebook, iCloud, PayPalTM, Instagram, Gmail, or online financial statements after your death? These are known as digital assets, and the answer can be very complicated and worth considering in your Estate Plan.

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Dale Farland

May 16 2016

Fiduciary Ruling and Your Retirement


Fiduciary Ruling Retirement Planning

Recently, there has been extensive media coverage regarding the new Department of Labor (DOL) Fiduciary ruling pertaining to retirement accounts. The impetus behind this ruling is to protect investors. For many Americans, retirement savings are their largest investment, and the …
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Jeff Ritchie

May 02 2016

4 Beneficiary Designation Questions for Your Estate Plan


beneficiary designation estate planning

Beneficiary designations can be an important component of an estate plan.  Some common assets allowing beneficiary designations include: life insurance contracts, retirement plans (IRA, 401(k), etc.) and financial accounts (checking, savings, brokerage, money market, etc.).  POD (payable on death) or …
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