Blog posts by tag

 John M. Fidler | Chief Investment Officer(502) 259-2543 | John.Fidler@syb.comIn our 2025 Market Outlook, we included a graphic from the album cover of the classic 1970 Crosby, Stills, Nash & Young record “Déjà Vu.” The idea was that the current market backdrop is reminiscent of the 2018-2019 period in more ways than one. The obvious is …

Making investment decisions is challenging for anyone. However, when you're part of a couple, the challenge is even greater. Though you and your partner may share the same dreams and goals for your life, you may not share the same investment approach to meeting them. For example, one of you may be an aggressive investor while the other may prefer a …

 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 …