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Archive for October 2018

5 Commonly Asked Questions to RIAs

5 Minute Read Meeting with your financial planner or an RIA for the first time might seem overwhelming. Where do you even begin? How do you know which questions to ask? To help provide you with ideas on where to start, we’ve created a list of the 5 most commonly... read more →
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DWM Welcomes Steven Cantillo, CFP®

Please welcome Steven Cantillo, CFP®, who joined the team in September as a Wealth Manager. Steve brings with him 11 years of experience in personal financial planning and employee benefit plans from Ernst & Young's Employee Financial Services practice. While there, he led teams of other financial planners in the... read more →
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Benefits of Working with an RIA: An Introduction

5 Minute Read In today’s world there are multiple options when seeking a financial advisor. From online “robo advisors”, to broker-dealers, to Registered Investment Advisors (RIAs), each claiming to help with your financial needs. Maybe you’re looking for a financial planner to manage your retirement savings, or you’re looking for... read more →
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“Looking Through” Your Trust as an IRA Beneficiary

Many Americans have a retirement account such as a 401(k), 403(b) or IRA during their lifetime to supplement income in retirement. As with all traditional pre-tax accounts, most know that withdrawals will be taxable as income and mandatory distributions are required starting at age 70.5. We do get a lot... read more →
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What the New GICS Sector Means for You

On September 25th, a new GICS sector was created. What does that mean? The Global Industry Classification Standard (GICS), maintained by Standard & Poors and MSCI, is a system for categorizing stocks and other holdings into broad category buckets, such as Energy, Financials, and Health Care. Early this year, they... read more →
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