We’re Here For You: COVID-19 Resources
Last Updated: June 5th, 2020 Our goal is to help you stay calm and confident despite current market conditions. We understand during periods of market volatility or disappointing performance, some investors might be thinking about abandoning their strategy. We want to...
The April 15th Tax Deadline is Now July 15th
The U.S. Department of the Treasury is delaying the April 15th deadline to file and pay taxes by 90 days, giving individuals and businesses another 3 months to file and then pay the government what they owe. What Should You Do? Putting off paying taxes until right...
A Page Out of The Back Porch Mercantile’s Book – Event Recap
"Enrich and Inspire." Two words featured on The Back Porch Mercantile's (BPM) website. Those are two words we also use quite often when describing our mission; "To enrich and inspire your financial lives." We can tell you from experience, you feel both enriched and...
Fourth of July Optimism
The July Fourth holiday will be very different this year. Although it’s a time to enjoy family and friends, and maybe even watch some fireworks, social distancing and a new wave of COVID-19 cases also may take a seat at the picnic table. We all continue to believe our...
Protect Your Assets With a Trust
Contrary to what many people think, trusts are not reserved only for the wealthy. The truth is, people from all walks of life may benefit from a trust. What Is a Trust? Generally speaking, a trust is a legal entity that allows someone to transfer the legal title of an...
Just Married: Newlywed Estate Planning Cheat Sheet
Congrats on your recent nuptials! Now that you’ve said the vows and enjoyed a relaxing honeymoon, it’s time to get down to business. Friends with Beneficiaries The following accounts need to be updated to reflect your spouse as the new beneficiary or transfer on death...
ABC’s of Funeral Planning
Smart, forward-thinkers who want to be ready for all of life’s milestones must think about the last one; planning and paying for their funeral. While not the most pleasant of subjects, it’s important to consider all the options for the event and address how it will be...
Using Trusts to Manage Wealth: What Investors Should Know
Whether you manage a trust for someone else, are the beneficiary of a trust, or are thinking of creating a trust, you probably have some questions about the "best practices" of trust management. A well-managed trust can help preserve wealth for generations, while a...
Looking Forward
As we look ahead to the summer months, we can’t help but think what a challenging year it’s been so far. At the same time, we’re encouraged by the resiliency and accelerated innovation among US businesses and the efforts by our national, state, and local governments...
The Ripple Effect of Housing On Our Economy
As states begin to ease stay-at-home orders, communities across the county are starting to see “For Sale” signs planted in neighbors’ lawns again, after a dearth of signs since late February. And as we head into the next phases of re-opening, the conversations will...
From the Team
Financial education straight from our advisors.
Resources
Financial resources to help you spend, save, and invest wisely.
Events
Each year we host a variety of appreciation and educational events.
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