News and Views
News and Views
Our Perspectives
ARTICLES
Active Funds or Passive Funds?
by Brian Sommers, CFA / Director of Asset Management
Financial Planning: Embrace the Target
by Quinto F. Ambrosetti, CFP® / Senior Financial Advisor
Uncertain Political Environment Weighing on Global Stocks
by Brian Sommers, CFA / Director of Asset Management
Strategies for Managing Family Wealth
by Dan E. Baer, CPA/PFS / Principal, Senior Financial Advisor
IRS Plans More Audits of Wealthy Taxpayers
by James Rosa, CPA, PFS / Principal & Chair, HBK Tax Advisory Group
Slow and Steady Wins the Race
by Steven Rinn, CFP® / Principal, Senior Financial Advisor
When I Was the Client: A Path to Peace of Mind
by Genevieve E. George, CPA, CFE / Financial Advisor
The Power of Independence
by Donna Kline, MBA, CDFA / Financial Advisor
Financial Planning vs. Investment Management
by David Darwish, CFP® / Principal, Senior Financial Advisor
2016 Year End Tax Planning for Individuals
by HBK CPAs & Consultants
2016 Year End Tax Planning for Businesses
by HBK CPAs & Consultants
A Cash-Balance Plan Can Supercharge Your Retirement Savings
by Tom Taranto, CFP®, AIF® / Senior Financial Advisor
HBKS Advises to Stay-the-Course Through Election-Induced Turmoil
by Brian Sommers, CFA / Director of Asset Management
Using the Tax Return to Increase Income
by Steven Rinn, CFP® / Senior Financial Advisor
A Fire Drill for Investors
by Christopher M. Zehner, CFP® / Senior Financial Advisor
Long Term Care: Now There Are Options
by David Darwish, CFP® / Principal, Senior Financial Advisor
Health Savings Accounts: Raising the Cap on Tax-Deferred Savings
by Brittany Taylor, CFP® / Senior Financial Advisor
Observations on the Clinton 2015 Tax Return
by Matthew Costigan, CFP®, CPA/PFS / Senior Financial Advisor
Intelligent Considerations During Short-Term Market Volatility
by Jason R. Rundorff, CFP® / Financial Advisor
Despite Fears, The Brexit Should Not Cause You To Alter Your Investment Plan
by Brian Sommers, CFA / Director of Asset Management
Estate Planning: Covering Your Bases, Part 3
by Stephen C. Schramm, CFP®, CPA/PFS / Principal, Senior Financial Advisor &
      Amy L. Dalen, JD / Senior Tax Manager, HBK CPAs & Consultants
The Goal of a Worry-Free Retirement
by Joseph E. Kloecker, MBA, CPA / Senior Financial Advisor
Estate Planning: Covering Your Bases, Part 2
by Stephen C. Schramm, CFP®, CPA/PFS / Principal, Senior Financial Advisor &
      Amy L. Dalen, JD / Senior Tax Manager, HBK CPAs & Consultants
Insurance Series: Insurance as a Part of Your Financial Plan
by Ryan Furtwangler, CFP® / Senior Financial Advisor
Estate Planning: Covering Your Bases, Part 1
by Stephen C. Schramm, CFP®, CPA/PFS / Principal, Senior Financial Advisor &
      Amy L. Dalen, JD / Senior Tax Manager, HBK CPAs & Consultants
Retirement Plans for Small Businesses
by Jason R. Rundorff, CFP® / Financial Advisor
529 College Savings Plan
by Matthew Costigan, CFP®, CPA/PFS / Senior Financial Advisor
Does the Low Price of Crude Oil Help or Hurt the U.S. Economy?
by Brian Sommers, CFA / Director of Asset Management
Unique Challenges When Divorcing After 50
by Donna Kline, MBA, CDFA / Financial Advisor
Doing What Is in Our Clients’ Best Interests
by Tom Taranto, CFP®, AIF® / Senior Financial Advisor
Planning Concerns of Divorcing Couples
by Quinto F. Ambrosetti, CFP® / Senior Financial Advisor
Your 30s: Successfully Spreading Yourself Out
by Matthew Costigan, CFP®, CPA/PFS / Senior Financial Advisor
Identity Theft - What Can I Do?
by James M. Rosa, CPA/PFS / Principal, HBK CPAs & Consultants
Insurance Company Insolvency: Are You Protected?
by Brittany Taylor, CFP® / Senior Financial Advisor
Independence, Expertise and Service: Keys to Serving the Discerning Investor
by Gregory J. Sorce, CFP®, MSFS / Principal, Senior Financial Advisor
Moral Hazard
by Christopher N. Sorce, CFP® / Principal, Senior Financial Advisor
Dealing with Divorce and a Family-Owned Business
by Donna Kline, MBA, CDFA / Financial Advisor
Will I Be Okay?
by Christopher N. Sorce, CFP® / Principal, Senior Financial Advisor
Tax Loss Harvesting: Turning Losses into Gains
by Matthew Costigan, CFP®, CPA/PFS / Senior Financial Advisor
Why We Don’t Make Market Predictions
by Brian Sommers, CFA & Christopher N. Sorce, CFP® / Principal, Senior Financial Advisor
Federal Funds Rate Increase
by Brian Sommers, CFA / Director of Asset Management
2015 Tax-Related Issues for Individuals
by HBK CPAs & Consultants
2015 Tax-Related Issues for Businesses
by HBK CPAs & Consultants
Gifting and the Family Dynamic
by Dan E. Baer, CPA/PFS / Principal, Senior Financial Advisor
Why Markets Move: The Impact of Emotion
on Your Investment Decisions
by Steven Rinn, CFP® / Senior Financial Advisor
The HBKS Rationale for Maintaining Our
Globally Diversified Investment Strategy
by Brian Sommers, CFA / Director of Asset Management
How to Survive a ‘Bear’ Attack
by Christopher M. Zehner, CFP® / Senior Financial Advisor
The Tax Efficient Portfolio
by Stephen C. Schramm, CFP®, CPA/PFS / Principal, Senior Financial Advisor
Top Five Questions to Ask
When Hiring an Advisor
by Dan E. Baer, CPA/PFS / Principal, Senior Financial Advisor
The Benefits of Utilizing Active
Management in Portfolios
by Brian Sommers, CFA / Director of Asset Management
Strategically Planning for Retirement
Can Help Secure Financial Stability
by Steven Rinn, CFP® / Senior Financial Advisor
VIDEO
Christopher N. Sorce
03/28/2014
by Christopher N. Sorce, CFP® / Principal, Senior Financial Advisor
Stephen C. Schramm
10/15/2013
by Stephen C. Schramm, CFP®, CPA/PFS / Principal, Senior Financial Advisor
Joseph E. Kloecker
06/28/2013
by Joseph E. Kloecker, MBA, CPA / Senior Financial Advisor
Christopher M. Allegretti
03/12/2013
by Christopher M. Allegretti, CPA / Managing Principal, CEO

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