Things that Matter

The COVID-19 pandemic has upended life on an unprecedented global scale. As you read this note, most of us are indefinitely sheltering-in-place, worrying about our loved ones’ health, and navigating the new rhythms of our restricted daily lives. Personally, I am working from home (as are all Daintree employees), sharing the house with my wife, our two adult sons, and our dog. I am thankful to still have work, newfound family time, long walks, and no commute. These are unforeseen blessings.

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Posted: April 9, 2020 | In: Investment Commentary

Alexander J. Gross, CFP®, CPA/PFS®, AEP®

On Friday March 27, 2020, the Coronavirus Aid, Relief, and Economic Security (CARES) Act was signed into law in response to the COVID-19 global pandemic.  This $2 trillion stimulus package aims to soften the economic blow caused by the pandemic and includes a wide range of provisions for both individuals and businesses. Read More..

Posted: April 3, 2020 | In: Articles

Rising Tide

Performance across most financial assets was overwhelmingly positive in 2019. Due to the breadth of market success, we might call it a “rising tide that lifts all boats” scenario. We do not expect this type of banner year to occur with any regular frequency, so our expectation for future performance is much more tempered.

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Posted: January 28, 2020 | In: Investment Commentary

Lauren N. Desforge, CFP®, CPA/PFS, CDFA®, AEP®

Like many people, you’ve probably heard of the term “Roth,” but may not be sure what it is and whether you should have a Roth as part of your retirement savings strategy. In this article, we’ll highlight some reasons you may want to directly invest in a Roth or convert to a Roth.
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Posted: December 12, 2019 | In: Articles

Evan P. Kaplan, CFP®

Kids dream of finding a map to long-lost treasure. As adults, the closest we may come is to our own long-lost assets. According to the National Association of Unclaimed Property Administrators, one in ten Americans have unclaimed property, and each year, states return over $3 billion in assets to their rightful owners!  With the end of the year approaching, now is a great time to search the database to see if you have any money to claim—and it only takes a few minutes to look.
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Posted: December 11, 2019 | In: Articles

Evan P. Kaplan, CFP®

Where will your income come from in retirement? For many, individual retirement account (IRA) distributions comprise an important part of their retirement income and are often the result of decades of hard-earned savings. Understanding the ins and outs of IRA distributions will enable you to make the best decisions when it comes time for you to kick back and relax. So follow these five steps and remember to consult a financial professional if you need more guidance.
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Posted: October 17, 2019 | In: Articles

Darlene R. DahlCPA/PFS, CDFA®, AEP®

Referred to as the “great wealth transfer,” baby boomers will be transferring over $68 trillion in assets to Generation X (born 1965-1980) and Millennial (born 1981-1997) children and grandchildren over the next quarter-decade. Planning for the transfer of wealth to younger generations includes addressing key questions, such as:

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Posted: July 10, 2019 | In: Articles