Capital Markets Update - Thinking Like Warren Buffet

March 28, 2017 | Wealth Management Topics
  • Peter A. Johnson, Director of Private Wealth Management, Portfolio Manager/Analyst

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Post-2016 Election Communication

November 9, 2016 | Wealth Management Topics
  • Peter A. Johnson, Director of Private Wealth Management, Portfolio Manager/Analyst

The outcome of the U.S. presidential election came as a surprise to just about every analyst, pollster, and political expert. But perhaps it should not have—as demonstrated by Brexit and emerging political movements in Europe, it is becoming clear that citizens in developed countries are increasingly viewing globalization a threat to domestic … View More blue right arrow

Looming Banking Crisis? Understanding Deutsche Bank with Historical Context October 2016

October 19, 2016 | Wealth Management Topics
  • Peter A. Johnson, Director of Private Wealth Management, Portfolio Manager/Analyst

Why We Think Deutsche Bank Can Avoid a “Lehman Moment”   Financial news headlines have recently profiled Deutsche Bank AG (DB) as a potential rerun of Lehman Brothers in 2008, where the failure of a major investment bank precipitates a near collapse of the global financial system. The story received international attention in September, when the … View More blue right arrow

Estate Plan Importance - Private Wealth Management

September 29, 2016 | Wealth Management Topics
  • Peter A. Johnson, Director of Private Wealth Management, Portfolio Manager/Analyst

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July 2016 Commentary - Private Wealth Management

July 1, 2016 | Wealth Management Topics
  • Peter A. Johnson, Director of Private Wealth Management, Portfolio Manager/Analyst

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Q4 2015 Economic and Market Commentary - Private Wealth Management

January 31, 2016 | Wealth Management Topics
  • Peter A. Johnson, Director of Private Wealth Management, Portfolio Manager/Analyst

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Q3 2015 Economic and Market Commentary - Private Wealth Management

September 30, 2015 | Wealth Management Topics
  • Peter A. Johnson, Director of Private Wealth Management, Portfolio Manager/Analyst

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How "Required" Are Required Minimum Distributions (RMD) From Your IRA?

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August 1, 2015 | Wealth Management Topics
  • Lyman D. Howard, CFA CFP®, Portfolio Manager/Analyst

Clients are frequently surprised to learn that the IRS requires investors over the age of 70.5 to begin distributing portions of their Traditional Individual Retirement Accounts (IRA) or 401k/403b defined contribution accounts, regardless of whether they need the money to live on during their retirement. The frustration is that IRA distributions … View More blue right arrow

Five Questions We Hear About 529 College Savings Plans

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July 1, 2015 | Wealth Management Topics
  • Lyman D. Howard, CFA CFP®, Portfolio Manager/Analyst

State operated college savings vehicles known as 529 plans have become the vehicle of choice for family members planning for future college tuition. Because new parents are often dealing with college savings for the first time and many other options exist (custodial UTMA accounts, Roth IRA, Series EE Savings Bonds to name just a few) there are … View More blue right arrow

Q2 2015 Economic and Market Commentary - Private Wealth Management

June 30, 2015 | Wealth Management Topics
  • Peter A. Johnson, Director of Private Wealth Management, Portfolio Manager/Analyst

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Q1 2015 Economic and Market Commentary - Private Wealth Management

March 31, 2015 | Wealth Management Topics
  • Peter A. Johnson, Director of Private Wealth Management, Portfolio Manager/Analyst

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Q4 2014 Economic and Market Commentary - Private Wealth Management

December 31, 2014 | Wealth Management Topics
  • Peter A. Johnson, Director of Private Wealth Management, Portfolio Manager/Analyst

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