Wealth Management

Thoughts On The Current Environment:
There's No Substitute for Real-Life Experience

From Ralph Segall, Chief Investment Officer

1Q 2020 Newsletter

In our latest newsletter, we analyze the current market environment and share why when it comes to investing, there really is no substitute for living through a market regime change and no way to gain experience other than by living it.

An Update on the Tax Front

At the start of a new calendar year, the IRS Tax Code again features some changes—most modest, a few potentially more significant—that we are factoring into the management of your financial assets.

Do You Know What You Own?

At SBH, we have noticed a concerning trend among many private investors—they often do not have a clear picture of how their overall investment portfolios are invested and whether they are aligned with their financial goals.

Your Year-End Financial Checklist

As we near the end of the year and start to look forward to a successful 2020, it’s a good time to pause and review several important tax-related parts of your financial picture.

Are You Gifting the Right Assets?

Many clients currently drawing down their retirement accounts enjoy favorable tax treatment by gifting to charities directly from their IRAs through a Qualified Charitable Distribution, or QCD.

Comments on Global Trade

Ralph Segall, SBH’s Chief Investment Officer, shares his comments on the current state of the U.S./China trade war.

Putting Too Many Eggs In One Basket?

Our clients frequently ask us what they should do with concentrated stock positions in their portfolios. Because holding these positions is not without risks.

What You Should Know: New Retirement Legislation

Over a decade has passed since Congress has made significant legislative updates in the retirement system, but change could be afoot.

How Much Should You Save?

Recent changes to the U.S. savings rate may prompt individuals to rethink their savings rates.

Have You Written "the Letter"?

Estate planning homework in the form of a summary document we refer to as “the letter”.

“Show Me the Money,” Later Perhaps

Considerations to help maximize your social security benefits.

Tax Considerations for 2019

A summary of common tax items that may impact individuals in 2019.