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 As we welcome the new year, we are excited to introduce Sean Mumaw, our new Trust Counsel who joined our team in October 2024. With more than 20 years of legal expertise, Sean brings a wealth of knowledge in estate planning, business succession and tax strategies, making him an invaluable asset to our clients and our institution.Sean's career …

 by Clark Stone, CFP®, ChFC®, CLU®The 10-year rule for beneficiary Individual Retirement Accounts (IRAs) is a key regulation governing the distribution of inherited retirement accounts. Introduced by the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019, this rule replaced the “stretch IRA” strategy, fundamentally …

  As we step into 2025, the world of wealth management stands at the intersection of challenge and opportunity. A shifting economic landscape, the largest intergenerational wealth transfer in history and evolving definitions of financial success are shaping the future for families, businesses and communities. For over a century, Stock …

John M. Fidler | Chief Investment Officer(502) 259-2543 | John.Fidler@syb.comQ4 ReviewInvestors had much to cheer as 2024 came to a close. The S&P 500 gained over 20% in back-to-back years, the first time this has happened since the heady days of the tech bubble in 1999. Under the hood, however, not all investing styles fared equally: value …

 by Maria Tipton, J.D.With the election in the history books and Republicans leading the charge, uncertainty remains regarding potential tax reform. The unknown that looms largest (and darkest) over wealth advisors is what fate will the Tax Cuts and Jobs Act of 2017 (TCJA) face?Under the TCJA, an individual may transfer up to $13.99 million …