College can be expensive. Tuition costs have increased steadily over the past 30 years. Housing, transportation, food, books, and other education-related fees can add thousands to an already steep … [Read more...]
Featured Blog Posts
Tax Planning in Turbulent Times Part 1: The Tools of the Tax-Planning Trade
Whether you’re saving, investing, spending, bequeathing, or receiving wealth, there’s scarcely a move you can make without considering how taxes might influence the outcome. No wonder people get … [Read more...]
Principles of a Trusted Advisor
Curious what to look for when choosing a trusted advisor? The following are 10 principles Delap Wealth Advisory has adopted to help us serve as your trusted advisor. Act in the Best Interest of Our … [Read more...]
Election Year Politics and Stock Market Forecasts
A recent New York Times article discussed the stock market impact of Joe Biden winning the 2020 presidential election. The article quoted Lori Calvasina, head of U.S. equity strategy at RBC Capital … [Read more...]
Wealth Management During Coronavirus: 8 Best and Worst Strategies
The utility of living consists not in the length of days, but in the use of time.— Michel de Montaigne For better or worse, many of us have had more time than usual to engage in new or different … [Read more...]
Six Financial Best Practices for 2020
Are you ready to hit the ground running in 2020 with your finances? The new year is a great opportunity to think about annual goals and action items for the next 12 months. Here are six financial best … [Read more...]
Money Management Lingo
Here at Delap Wealth Advisory, we are always striving to help our clients feel powerful and knowledgeable when it comes to their finances. Often, we take for granted that everyone knows what a … [Read more...]