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News & Events

Interview with Stephanie Diamond, Charitable Planning Consultant

December 4, 2017

SKWealth Podcast – Episode 4 In this episode, we celebrate the Season of Giving by discussing charitable gift planning. Cheryl Ethier, Senior Client Relationship Manager at SKWealth, has a discussion with Stephanie Diamond, Managing Director and Charitable Planning Consultant at Schwab Charitable. Also, in our Long View segment we give an update on…

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Charitable Giving

2017 – the Year for Charitable Giving

November 27, 2017

-by Jason Archambault, CFP®, CPA/PFS, Managing Member As we approach the end of the year, strong markets and possible tax reform may trigger the biggest charitable giving year in U.S. history. An improving economy and strong market performance have generated significant appreciation of investment assets. The S&P 500® stock market index has risen more…

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IRA and Retirement Plan Limits for 2018

November 3, 2017

IRA Contribution Limits The maximum amount you can contribute to a traditional IRA or a Roth IRA in 2018 is $5,500 (or 100% of your earned income, if less), unchanged from 2017. The maximum catch-up contribution for those age 50 or older remains at $1,000. You can contribute to both a traditional IRA and a Roth…

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Podcast ESG

Interview with Abdur Nimieri, PhD

October 12, 2017

SKWealth Podcast – Episode 3 We take an integrated approach to improve your financial lives and create financial independence. In this episode, we interview Abdur Nimieri, PhD, Senior VP and Senior Strategist at Northern Trust. Abdur has been instrumental in developing Environmental, Social & Governance (ESG) investment products at Northern Trust and FlexShares…

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Listen to our latest Podcast

In our latest episode, we celebrate the Season of Giving by discussing charitable gift planning. Cheryl Ethier, Senior Client Relationship Manager at SKWealth, has a discussion with Stephanie Diamond, Managing Director and Charitable Planning Consultant at Schwab Charitable. Also, in our Long View segment we give an update on some current events effecting the markets both in the near-term and in the long-term.

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Matthew M. Neyland, CFA, CAIA, Director of Investments

 

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