Buttonwood Monthly Focus

May
17

Happy Buttonwood Agreement Day!

The start of the New York Stock Exchange all began on May 17, 1792 with the signing of the Buttonwood Agreement.  The signing took place at 68 Wall Street, New York, NY under a Buttonwood Tree.  The mid 1700’s was a time where brokers, merchants and auctioneers bought and sold to one another in offices,…

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May
06

Provided by: Jon McGraw

Too Wealthy for Financial Aid? How to Make Higher Education Affordable

Higher education is a commitment—not just of time but money. And increasingly, universities are demanding a larger financial commitment. According to the College Board, the average tuition for a public four-year college is $9,139 for in-state students and $22,958 for out-of-state students. For private colleges, the average is $31,231. That’s per year. Financial aid is…

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April
01

Provided by: Jon McGraw

Business Insurance: The Best-Case Scenario Is to Be Prepared for the Worst

Risk is inevitable in any business. But a foundation of general coverage combined with policies specific to your company helps protect against losses that may disrupt or bankrupt even the most cautious business owners. The right mix of insurance can make your personal wealth less vulnerable—yet adequate and appropriate protection is often overlooked until it’s…

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March
01

Provided by: Jon McGraw

Tax Planning for Those of Us with Higher Income Levels

Being a higher-income earner can be tantamount to being a high-income taxpayer. Not only that, the tax ladder gets steeper as you earn more. Still, taxes shouldn’t be a barrier to enjoying and growing your hard-earned money. You may be able to significantly lower your taxes by employing tax-efficient strategies and planning. Be Strategic About…

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February
02

Provided by: Jon McGraw

How Much Do You Really Need to Save for Retirement?

Retirement is one of the seasons of life that people look forward to, and being work-free never sounded better than when you’re nearing retirement. But behind this eager anticipation may be the nagging feeling that you have not saved enough. With retirement almost within reach, it’s important that you’re confident that not only will your…

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January
05

Provided by: Jon McGraw

Three Solid Tips for Your 2016 Retirement Plan

As the new year kicks off, many people get the overwhelming feeling that broad changes should be made, in work, life and, especially, planning for retirement. While you should definitely rethink your portfolio for 2016 and see what you can do to optimize it, here are three tips on how to boost your retirement plan—and…

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December
03

Provided by: Jon McGraw

Want to Leave a Legacy of Giving? Consider a Private Foundation

You’ve developed wealth. You’re determined to use it to make an impact on the world. While you enjoy supporting causes you’re passionate about, you also hope to transfer your charitable values to your children. If this describes you, you’re in good company. A survey of 600 high-net-worth families by the U.S. Trust and the Lilly…

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November
03

Provided by: Jon McGraw

Five Easy Ways to Reduce Tax Liability This Year

If you’re saving for retirement, you’re probably playing the long game, focusing solely on how much you’ll earn when you stop working full time. However, there are numerous ways to save on taxes right now, from improving yourself professionally to harnessing alternative energy. Ready to save on taxes this year? Here are five ways to…

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October
26

Provided by: Jon McGraw

Markets Loving Central Bank Policies

Central banks were at it again—and markets loved it. Last week, European Central Bank President Mario Draghi surprised markets when he indicated the ECB’s governing council was considering cutting interest rates and engaging in another round of quantitative easing. The Economist explained that European monetary policy was heavily tilted toward growth before the announcement: “The…

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October
01

Provided by: Jon McGraw

Estate Planning: Three Important Questions for Managing Your Assets

The cornerstone of good life planning is, unfortunately, thinking about what’s going to happen after you’re gone. For many, it’s too grim a subject to be discussed, but without the proper road map for managing your assets, you could be opening a door to family squabbles, lawsuits and confusion over your intentions. Quite simply, estate…

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