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Strategies for Affluent Retirees During Market Downturns

When markets correct, it’s not just about staying invested—it’s about staying prepared. For high-net-worth retirees, a severe market correction can disrupt income streams, alter long-term planning assumptions, and create liquidity stress—particularly when private investments and capital calls are involved. Smart retirees don’t wait for volatility. They plan for it. These

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Four Essential Steps to Take Before Selling Your Company

Selling a business isn’t just a transaction, it is a major milestone that requires thoughtful planning, strategic preparation, and the right team of advisors by your side. Whether you’re looking to exit in the near future or simply want to be ready for when the time comes, laying the groundwork

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Strategic 529 Planning

For many families, funding a child’s education is a top priority. With tuition costs continuing to rise, 529 plans offer a tax-advantaged vehicle to grow and transfer wealth while ensuring future educational needs are met. While many assume 529 plans are just for families needing help saving for college, they

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Navigating Tariffs in 2025

Overview US Tariff History Tariffs are taxes imposed by a government on imports or exports between countries, aimed at protecting domestic industries, generating government revenue, and influencing trade balances. During the Great Depression, tariffs peaked at 20% as the US sought to protect its domestic industry. In retaliation, other nations

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Market Snapshot for February 2025

Please find the next blog in our monthly series that provides a snapshot of the markets and the state of the economy. Economic Overview Market Returns Asset Class Valuations – Rebalancing Rationale Key Risk Factors We Are Watching Disclaimers: The views expressed herein are those of Asset Consulting Group (ACG).

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Tariffs Don’t Automatically Lead to Inflation

Tariffs are taxes on imports calculated as a percentage of a product’s value. When imposed, tariffs can increase the cost of imported goods, which might contribute to inflation. However, several other factors can mitigate this effect. Currency MovementsWhen one country imposes tariffs on another, demand for the targeted country’s currency

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Market Snapshot for January 2025

Please find the next blog in our monthly series that provides a snapshot of the markets and the state of the economy. Economic Overview Market Returns Asset Class Valuations – Rebalancing Rationale Key Risk Factors We Are Watching Disclaimers: The views expressed herein are those of Asset Consulting Group (ACG).

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Market Snapshot for December 2024

Please find the next blog in our monthly series that provides a snapshot of the markets and the state of the economy. Economic Overview Market Returns Asset Class Valuations – Rebalancing Rationale Key Risk Factors We Are Watching Disclaimers: The views expressed herein are those of Asset Consulting Group (ACG).

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December 18, 2024 FOMC Follow-Up

Monetary Policy Economic Projections The FOMC is next scheduled to meet January 28th – 29th, 2025. Disclosures The views expressed herein are those of Asset Consulting Group (ACG). They are subject to change at any time. These views do not necessarily reflect the opinions of any other firm. This report

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Market Snapshot for November 2024

Please find the next blog in our monthly series that provides a snapshot of the markets and the state of the economy. Economic Overview Market Returns Asset Class Valuations – Rebalancing Rationale Key Risk Factors We Are Watching Disclaimers: The views expressed herein are those of Asset Consulting Group (ACG).

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Philanthropy as a Family

As we know, giving back to the community — both with time and resources — is an excellent way for us to all come together and affect change. At Gryphon Financial Partners, we start by asking our clients: How do you want your children and grandchildren to impact the community?

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New Rules for Retirement Savings Taking Effect in 2025

At the beginning of November, the IRS announced its new updated limits for retirement savings. Disclosures: This material is provided by Gryphon Financial Partners, LLC (“Gryphon”) for informational purposes only.  It is not intended to serve as a substitute for personalized investment advice or as a recommendation or solicitation of any

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