Insights

Pekin Hardy Strauss is a research-driven boutique wealth management firm that provides customized portfolio management services and personal financial advice.

Financial Planning

09/19/18

Focusing on the Controllable

By Matt Blume

All of us have various concerns in our lives that command our time and energy. However, there is often little if anything that one can do to affect or control these worries. This is especially...

Financial Planning

07/30/18

Maximizing Tax Savings with Donor-Advised Funds

By Erin Kelsey

Not only do donor-advised funds allow you to easily make charitable contributions to the organization of your choice, but they also allow many people to further reduce their tax obligations under the new tax laws.

Financial Planning

06/29/18

The Basics of Estate Planning

By Josh Strauss

Estate planning matters; you want to ensure that, after your death, your hard-earned assets are distributed to the people or organizations about which you care in an efficient, inexpensive, and tax-advantageous manner. Proper estate planning...

Financial Planning

05/09/18

The Back-Door Roth IRA

By Adam Strauss

Roth IRAs can be highly useful retirement savings vehicles for investors. While it is true that you cannot deduct contributions to your Roth IRA, you can withdraw your money tax-free down the road in retirement...

Financial Planning

11/17/17

Fixed Annuities

By Adam Strauss

In a prior issue of the Navigator (Fall 2016), we delved into the complex and controversial world of variable annuities. In this Navigator, we tackle the somewhat simpler and less controversial but still very important...

Financial Planning

07/08/17

The Navigator – Fiduciary Duty

By Matt Blume

To achieve their financial goals, clients must be able to trust their financial advisors. Unfortunately, the financial advice industry is rife with conflicting interests, misguided incentives, and confusing terminology.

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