PUBLICATIONS
INSIGHTS
Our Insights are published online on a regular basis. In them, we share our insights ranging from the macroeconomy to our personal interests.
Beyond that, we also publish our reports on a quarterly basis, in which we share our perspective on the state of the financial markets and our thoughts on investing.
Keeping your affairs in order
30 Oct 2024 by Jennifer B. Lynn
We work closely with our clients across the various stages of their life, and we've observed a common challenge: when facing deeply emotional situations, such as a serious illness or the loss of a loved one, families are often burdened with a significant number of administrative tasks.
To ease this transition, we’ve put together the following checklist of key documentation and information you (and you spouse/partner, if applicable) should have up-to-date and at the ready to help prepare for life’s inevitable changes.
Roth IRAs: To Do or Not to Do
16 Oct 2024 by Alina Carlson, CERTIFIED FINANCIAL PLANNER®
While speaking to many of our clients, I've found Roth IRAs have been somewhat of an enigma. What's not often discussed are the potential ways in which a Roth IRA can be used as a tool for yours/your children's long term financial success. Depending on multiple factors, you may be able to lessen your overall tax burden and contribute more tax-friendly dollars.
Grandparents: Gold In your Hearts & Maybe in your Pockets
31 July 2024 by Rob Raich
16 October 2024 by Michele Cleary & Rob Raich (Podcast)
Recently, one of our team members at Cannell & Spears became a first-time grandparent, an incredibly special experience. Today, after decades of stock market and home value appreciation, grandparents are often able to give more than just the gold in their hearts – they can be a big financial help as well.
We often get questions from new grandparents about the best way to help. While everyone’s circumstances are different, these are some ideas.
Listen on Spotify or Apple Podcast
The 10 Financial Decisions to Make the Most of your 20s
05 june 2024 by Jennifer B. Lynn
25 July 2024 by Jennifer B. Lynn & Aashumi Mody (Podcast)
Personal finance in your 20s can lay the ground for your financial success and stability, but it can be a little overwhelming to navigate at the outset. What do you do with that first paycheck? Should you contribute to your 401k? When should you start investing? In what stocks?
The questions to consider and actions to take are plenty, so we’ve put together a guide to help you begin your financial journey. The most important rule? Get started.
Listen on Spotify or Apple Podcast
How we think about Stocks
10 April 2024 by Paul Wartman
07 June 2024 by Bob Morgenthau & Jeb Breece (podcast)
Clients sometime ask why we don’t own a particular stock; usually the stock in question is a highflyer that has been in the news and just made an enormous move in price. Or they might ask if we are considering the purchase of a fallen angel, a revered company that the market believes has lost its way.
To answer, it is important to note that a “good company” does not always make for a “good stock” just as a “bad stock” does not always make for a “bad company”. It is really a discussion of Price vs Value.
We explored this topic in further detail in our Beyond Dollars Podcast. Listen now on Spotify or Apple Podcast
Inherited IRA 2024s: The Pros, Cons & Considerations
28 March 2024 by Will Herrman & Alina Carlson
We dived deeper into the topic of Inherited or Beneficiary IRA's with our very own: Will Herrman & Alina Miska Carlson, CFP®. We go over some of the changes in the Secure Act since 2019, potential advantages, items to verify and key considerations. Please note, this topic is particularly sensitive to individual circumstances, so please consult your advisory team accordingly.
Listen on Spotify or Apple Podcast
Personal Finance: IRa “Cheat SHeet”
13 February 2024 by Will Herrman & Alina Carlson
Given the evolving nature of IRA regulations, we’ve created our own “cheat sheet” on things to remember. As always, each of these will depend on individual circumstances, so please consult your advisory team accordingly.
investing, tax and estate planning
15 APRIL 2022
Perspectives on investing, tax and estate planning for 2022 with Cannell & Co. and Fiduciary Trust Company International.