Jerod Frank - Wealth Coordination Partners

The Inheritance Trap: How Catholic Families Are Thinking About Wealth the Wrong WayThere's a conversation I have with Catholic families more often than I'd like to admit. It usually starts with estate planning: wills, trusts, legacy,...

The Inheritance Trap

I am proudly Catholic. While sometimes that can seem at odds with being in finance, let me tell you why that isn't true.

A lot of my industry is driven by fear and greed.

Greed: "If I had X amount for my net worth, then I would be happy."

Fear: "I need to save every possible penny so I never have to worry about running out."

These are vices that can be replaced with virtues. We should have a healthy relationship with our money that includes temperance, prudence, and generosity.

How do I balance retiring with sending my kids to college? How do I take care of an aging parent? How can I get my family closer to heaven rather than further away from it with my money?

Most of the questions above are not answered in financial planning software, in case you were wondering.

So what is the deal with tariffs? If you haven't been living under the proverbial rock, you have probably heard more about tariffs in the last couple of months than you did in the previous couple of decades. So what are tariffs, how do...

Question of the Month: What is the Deal with Tariffs?

Stubborn inflation and mixed economic signals continue to shape markets. This month's Market Insights breaks down what drove performance and what investors are continuing to watch in 2025.

Monthly Market Insights | March 2025 Stocks stumbled in February as stubborn inflation, mixed economic signals, and an evolving trade policy weighed on investors’ minds.

Steady Fed policy and unexpected tech news shaped February's markets. This month's Market Insights breaks down what drove performance and what investors are continuing to watch in 2025.

Monthly Market Insights | February 2025 Stocks rallied in January on upbeat Q4 corporate reports and solid economic news that quieted talk of an inflationary comeback.

From Fed rate cuts to record highs, Q4 wrapped up a strong year for markets. Our January Quarterly Market Insights breaks down what drove performance and what investors are watching in 2025.

Quarterly Market Insights | January 2025 The Standard & Poor’s 500 Index rose 2.07 percent, while the Nasdaq Composite surged 6.17 percent. By contrast, the Dow Jones Industrial Average edged up only 0.51 percent.1

Stocks notched solid gains in November as post-election enthusiasm and holiday-shopping fueled the advance.

Monthly Market Insights | December 2024 The Dow Jones Industrial Average led, gaining 7.54 percent. The Standard & Poor’s 500 Index picked up 5.73 percent, while the Nasdaq Composite added 6.21 percent.1

Tax Reform on the Horizon: What You Need to Know Dear Friends and Clients, As we look ahead to 2025, there’s growing talk about the future of tax reform—and more specifically, the potential extension of provisions from the Tax Cuts &...

Election Update: What's Next for Taxes?

If you are charitably inclined, make sure you are taking advantage of tax law in regards to charitable gifts. Here is a great resource for maximizing your Qualified Charitable Distributions.

Understanding Qualified Charitable Distributions Use this handy, informative article to help your clients understand Qualified Charitable Distributions (QCDs).

Stocks edged lower in October amid pre-election jitters and solid Q3 earnings reports, while investors kept a close eye on economic data pointing to a potential "soft landing."

Monthly Market Insights | November 2024 Stocks fell in October as pre-election jitters hung over trading while solid but not spectacular Q3 corporate reports failed to buoy spirits.