Your Philanthropic Efforts Benefit the World. They Can Also Benefit You.
Think about your favorite charity. How do you choose to support them each year? Do you write a check for financial support? Or perhaps you choose to volunteer your time [...]
Navigating the New Rules of Retirement
Whether planning to retire or enjoying retirement now, there are no shortages of financial opportunities! The latest SECURE and CARES Acts provide new opportunities yet add layers of complexity. It’s [...]
Keep Kids Entertained & Educated During Social Isolation
By now, you likely have your daily routine down and are doing your best to keep up with it. While routine is good, it can be easy to fall into [...]
Buttonwood Investment Policy Update – March 2020
For most of the last two months we saw the momentum from 2019 carry over to 2020. However, that momentum was fueled by the anticipation of an increase in corporate [...]
Protecting Your Cyber Security
If you’ve received calls informing you of your social security number being compromised, you are not alone, and you are not in danger of the US Federal Government coming to [...]
Business Owners & Executives Should Invest in a Family CFO
Sources Your business is growing. You've finalized your strategic plan and are on track to reach your growth goals. Have you done the same for your personal financial life? [...]
New Year Financial Checklist: Are You Set Up For Success?
2020 is here, and it's here to stay! While there are many new year resolutions flying around this time of year, perhaps the most important is getting your finances in [...]
Required Minimum Distribution Mistakes & Rules
We often see common mistakes when retirement investors begin taking their Required Minimum Distributions (RMDs). In our role as Family CFO, we proactively work with our clients to ensure your [...]
The Power of Investing
While investment management is just one part of what we do for our multi-generational clients, we know how critical it is to our next generation's financial well-being. If you [...]
Involving Your Family in Your Business
As Family CFO, you can imagine how often we are asked about the risks and benefits of involving family members in business decisions and planning. There are many positives to [...]