Top 10 Questions: Interviewing A Financial Advisor
Whether making a career change, nearing retirement, or organizing your financial life, selecting the right financial advisor can be hugely beneficial and rewarding; but can take time. Over the years, [...]
Buttonwood Investment Policy Committee Update – January 2021
2020, to say the least, was a tumultuous year on many fronts. With the election cycle behind us, a new administration in place and a light at the end of [...]
Making a Career Transition in 2021
As a multigenerational Family CFO, we regularly guide our clients through career transitions. After an interesting 2020, we found the core values and beliefs of those we work with haven’t [...]
Buttonwood Investment Policy Committee Update – December 2020
As we approach the final days of 2020 and look back, it has been a year of many tumultuous twists and turns. Our Investment Policy Committee has coordinated many proactive moves over the preceding months focused on our objective of producing a more consistent rate [...]
Year End Tax Strategies
Near the end of each year we proactively review opportunities through the lens of a trial tax return. Our objective is to surface strategy for tax management of your financial [...]
Buttonwood Investment Policy Committee Update – September 2020
2020 has certainly presented us with a different world. Today we have kids going back to school during an ongoing pandemic. Couple this with a stimulus fueled stock market near [...]