- All
- Bahavioral Finance
- CEO Insights
- Employee & Executive Benefits
- Entrepreneurs & Business Owners
- Exit & Business Transition Planning
- Family Office
- Financial Planning
- Insurance
- Investments
- Legacy & Estate Planning
- Retirement & Income Planning
- Risk Management
- Tax Planning
- Values-Based Wealth
Trump Administration Tariff Policy Analysis: Economic Impact & Investment Implications
Written by: Luke Palmer, CFP®, AAMS®, CRPS®, AWMA®. April 7, 2025 EXECUTIVE SUMMARY The Trump administration’s implementation of significant tariff measures since January 2025 has initiated a fundamental realignment in global trade dynamics. Initial economic data...
9 Tips to Protecting Yourself from Identity Theft
Presented by Bisdorf Palmer, LLC Like many people, you might believe that your identity could never be stolen. Then, one day, you go to the mailbox, open your monthly credit card statement, and see a host of charges made to your account in a country you’ve never...
A Crash Course in 529 Plans
Presented by Bisdorf Palmer, LLC Are you worried about the rising cost of education? 529 plans can be powerful college savings tools when you understand how to take full advantage of them. START WITH THE BASICS 529 plans are tax-advantaged college savings plans...
Hedge Fund Investments
Presented by Bisdorf Palmer, LLC WHAT ARE HEDGE FUNDS? Hedge funds are actively managed pools of capital that can employ a wide variety of investment strategies spanning traditional and nontraditional assets. Many of these strategies use leverage (debt) to try to...
Infrastructure Investments
Presented by Bisdorf Palmer, LLC WHAT IS INFRASTRUCTURE? Infrastructure refers to facilities and systems that serve a region or nation. It typically refers to the technical structures that support a society, such as roads, water supply, sewers, power grids, and...
Private Equity Investments
Presented by Bisdorf Palmer, LLC WHAT IS PRIVATE EQUITY? Private equity (PE) is an asset class and a source of capital that enables investors to access private market companies. The approach of PE involves a purchase of part, or all, of a company that is not listed on...
4 Reasons to Consolidate Retirement Accounts
Presented by Bisdorf Palmer, LLC Did you know Americans change jobs an average of 12 times in their lifetime? If you have changed jobs and left behind 401(k) accounts with prior employers, you know firsthand that managing retirement accounts spread among different...
10 Common Retirement Mistakes
Presented by Bisdorf Palmer, LLC In a sense, you have been planning for your retirement ever since you started working. Maybe you’ve been contributing to a 401(k) plan, or maybe you’ve been socking away money in an IRA, but without a doubt, you’ve been looking forward...
401(k) Loans: Borrowing from Your Future
Presented by Bisdorf Palmer, LLC From the hope that came with reopening to the disappointment of another COVID-19 resurgence, 2021 is panning out to be another roller-coaster year. With the fourth quarter upon us, one routine remains consistent: it’s time to start...
Your Guide to Year-End Financial Planning: A 10-Point Checklist
Presented by Bisdorf Palmer, LLC From the hope that came with reopening to the disappointment of another COVID-19 resurgence, 2021 is panning out to be another roller-coaster year. With the fourth quarter upon us, one routine remains consistent: it’s time to start...
PSLF Enhancements Offer Relief from Federal Student Loans
Presented by Bisdorf Palmer, LLC Student loan debt is a burden for many. Various repayment plans and tax-free public service loan forgiveness (PSLF) can help. Unfortunately, PSLF involves a maze of rules that can be challenging to navigate and often fail to result in...
Defensive Planning for Proposed Tax Increases
Presented by Bisdorf Palmer, LLC In 2021, the news has been full of reports of proposed tax increases contained in bills submitted to Congress under the Biden Administration. Whether these bills will be approved is uncertain as of this writing (July 30, 2021). With so...
No Results Found
The page you requested could not be found. Try refining your search, or use the navigation above to locate the post.
Trump Administration Tariff Policy Analysis: Economic Impact & Investment Implications
Written by: Luke Palmer, CFP®, AAMS®, CRPS®, AWMA®. April 7, 2025 EXECUTIVE SUMMARY The Trump administration’s implementation of significant tariff measures since January 2025 has initiated a fundamental realignment in global trade dynamics. Initial economic data...
No Results Found
The page you requested could not be found. Try refining your search, or use the navigation above to locate the post.
No Results Found
The page you requested could not be found. Try refining your search, or use the navigation above to locate the post.
No Results Found
The page you requested could not be found. Try refining your search, or use the navigation above to locate the post.
No Results Found
The page you requested could not be found. Try refining your search, or use the navigation above to locate the post.
A Crash Course in 529 Plans
Presented by Bisdorf Palmer, LLC Are you worried about the rising cost of education? 529 plans can be powerful college savings tools when you understand how to take full advantage of them. START WITH THE BASICS 529 plans are tax-advantaged college savings plans...
No Results Found
The page you requested could not be found. Try refining your search, or use the navigation above to locate the post.
Hedge Fund Investments
Presented by Bisdorf Palmer, LLC WHAT ARE HEDGE FUNDS? Hedge funds are actively managed pools of capital that can employ a wide variety of investment strategies spanning traditional and nontraditional assets. Many of these strategies use leverage (debt) to try to...
Infrastructure Investments
Presented by Bisdorf Palmer, LLC WHAT IS INFRASTRUCTURE? Infrastructure refers to facilities and systems that serve a region or nation. It typically refers to the technical structures that support a society, such as roads, water supply, sewers, power grids, and...
Private Equity Investments
Presented by Bisdorf Palmer, LLC WHAT IS PRIVATE EQUITY? Private equity (PE) is an asset class and a source of capital that enables investors to access private market companies. The approach of PE involves a purchase of part, or all, of a company that is not listed on...
No Results Found
The page you requested could not be found. Try refining your search, or use the navigation above to locate the post.
No Results Found
The page you requested could not be found. Try refining your search, or use the navigation above to locate the post.
9 Tips to Protecting Yourself from Identity Theft
Presented by Bisdorf Palmer, LLC Like many people, you might believe that your identity could never be stolen. Then, one day, you go to the mailbox, open your monthly credit card statement, and see a host of charges made to your account in a country you’ve never...
No Results Found
The page you requested could not be found. Try refining your search, or use the navigation above to locate the post.
No Results Found
The page you requested could not be found. Try refining your search, or use the navigation above to locate the post.