Your Mid-Year Financial Checklist

Given the relief packages and stimulus measures that have been implemented due to the COVID-19 crisis, we thought it would be helpful to provide you with a checklist to consider regarding your financial well-being.

Do You Know How to Protect Your Digital Legacy?

In this article, we define digital legacy and discuss several important aspects of safekeeping and ultimately transferring control of these valuable assets.

SBH Podcast: Perspectives on Investing in Periods of Crisis

We share insights on the current market environment, given the degree of social and economic disruption triggered by the outbreak of COVID-19 and reflected in the financial markets.

The Hidden Risks of Bond Benchmarks

In this article, we highlight how the very nature of bond benchmarks and passively managed strategies may present risks to investors.

Turning Lemons into Lemonade

Stock market declines can cause investors to feel anxious, as they wonder if the drop will ever end. But that feeling is an ill wind that blows no good. Stock market declines can present unlikely opportunities to enhance after-tax returns.

Thoughts On The Current Environment

2Q 2020 Newsletter

Ralph Segall, our Chief Investment Officer, shares his thoughts on some of the broader influences on the markets over the past quarter.

Thoughts On The Current Environment

1Q 2020 Newsletter

Ralph Segall, our Chief Investment Officer, shares his thoughts on some of the broader influences on the markets over the past quarter.

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.

Thoughts On The Current Environment

3Q 2019 Newsletter

Ralph Segall, our Chief Investment Officer, shares his thoughts on some of the broader influences on the markets over the past quarter.

Thoughts On The Current Environment

2Q 2019 Newsletter

Ralph Segall, our Chief Investment Officer, shares his thoughts on some of the broader influences on the markets over the past quarter.