The Watchman by David Pettit
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The Importance of Being a Trustee: Understanding the Responsibilities and Risks
Being asked to serve as a trustee is often considered an honor. It reflects a deep level of trust and confidence in your character,…
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What Is a Trust? Understanding Five Common Types of Trusts in Estate Planning
Estate planning is about more than simply deciding who will inherit your assets. It is about creating a thoughtful strategy that helps provide clarity,…
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Investing in Artificial Intelligence
Considering the potential benefits and risks of the latest tech revolution It’s no surprise that the role of artificial intelligence (AI) is on the…
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Women and Wealth: Building Confidence, Clarity, and Long-Term Financial Strength
Women today are shaping the financial landscape in meaningful ways. From leading businesses to managing households, building careers, and guiding future generations, women are…
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Understanding How Tax Law Affects Education Savings Plans
Saving for education has always been an important financial goal for many families. But with ongoing changes to the U.S. tax code, it’s worth…
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Exploring Tax-Advantaged Investment Strategies
As markets evolve, so do the opportunities to invest more strategically. Today, a growing number of alternative investment solutions are designed with tax efficiency…
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Why a Financial Plan Should Reflect Every Stage of Your Life
Life is full of milestones, both big and small. From landing your first job, buying your first home, or starting a family, to planning…
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Smart Financial Priorities for the Year Ahead
There’s no wrong time to review and refine your financial plan.Life rarely follows a calendar, and neither should your financial planning. Rather than relying…
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Longevity Planning: How to Prepare Financially for a Longer Life
Longevity is here to stay. According to the World Health Organization, global average life expectancy has increased by more than six years over the…
