Skip to content

What to Expect Come January 20, 2017

Exterior photo of the U.S. capitol

Written by Rebecca Feeley Merrill Lynch recently did another one of their educational webcasts called “Beyond the Elections: What Washington’s new leadership could mean for you” where they had a panel of economic and political experts discuss the aftermath of the Presidential election…and what we can expect going forward. I want to be clear here…

Read More

Why Traditional Estate Plans Fail

Documents on a desk that read, "estate plan"

Written by Rebecca Feeley I was excited to attend an estate planning workshop this month where Michael Robinson, a well respected estate attorney in Rochester, NY, explained some of the pitfalls of traditional estate planning. As daily money managers, it’s important to us to stay informed on ways we can help our clients maintain the…

Read More