Is It SMART to Pay Off Your Mortgage?

Clients often ask this straightforward question. But the answer, not surprisingly, is, “It depends.” Many think it is purely a tax issue. Mortgages can provide significant tax deductions; so, without a mortgage, many assume their taxes will be too high. Others have learned that using leverage (i.e., getting or having a mortgage) to buy what may be an appreciating asset …

Retirement Planning Beyond the Numbers: Retiring and Aging with Purpose, Grace, Fulfillment, and Fun

The space, freedom, and possibilities that come with retirement are exciting – and sometimes overwhelming. SBSB recently hosted a two-part event of experts, resources, and tools to guide participants through the “non-numbers” work of retirement planning. Part 1: Create Your Plan — Exploring Your Next Stage with Passion and Purpose Cathy Lange, an executive coach at Human Capital Advisors, LLC, kicked …

Spring 2017 Market Outlook and Strategy: What About Politics?

2017 Year-to-date Asset Class Returns: The Rally Spreads Overseas “The good markets turn to bad markets; bad markets turn to good markets… So the system is almost rigged against human psychology that says [if] something has done well in the past, it will do well in the future. That is not true. That is categorically false… The last shall be …

Congratulations to Greg Sullivan on being named to the Barron’s Top 100 Independent Wealth Advisors list!

Greg Sullivan, President and CEO, was named one of the top independent wealth advisors in America, as identified by Barron’s. The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms, and the quality of the advisors’ practices.       Rankings and/or recognition by unaffiliated rating services and/or publications should not …