Insights

Lessons Learned After a Close Call With a Crafty Scammer

Kristin Bartlow

12/16/2024

The Importance of Estate Planning and Aging Discussions: A Look at Recent Research and Publications

<img src="https://journeysw.com/wp-content/uploads/2022/10/mark_n-150x150.jpg" width="45" height="45" srcset="https://journeysw.com/wp-content/uploads/2022/10/mark_n-150x150.jpg 2x" alt="Mark Newfield" class="avatar avatar-45 wp-user-avatar wp-user-avatar-45 alignnone photo" />

Mark Newfield

12/12/2024

December 2024 Market Commentary

<img src="https://journeysw.com/wp-content/uploads/2021/07/MarkFeature-150x150.jpg" width="45" height="45" srcset="https://journeysw.com/wp-content/uploads/2021/07/MarkFeature-150x150.jpg 2x" alt="Mark Lebida, CFA®" class="avatar avatar-45 wp-user-avatar wp-user-avatar-45 alignnone photo" />

Mark Lebida, CFA®

12/10/2024

How to Give More & Save on Taxes

<img data-src="https://journeysw.com/wp-content/uploads/2024/03/1517751073573-1-e1710650494593-150x150.jpeg" width="45" height="45" data-srcset="https://journeysw.com/wp-content/uploads/2024/03/1517751073573-1-e1710650494593-150x150.jpeg 2x" alt="Kerry Meath-Sinkin" class="avatar avatar-45 wp-user-avatar wp-user-avatar-45 alignnone photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 45px; --smush-placeholder-aspect-ratio: 45/45;" /><noscript><img data-src="https://journeysw.com/wp-content/uploads/2024/03/1517751073573-1-e1710650494593-150x150.jpeg" width="45" height="45" data-srcset="https://journeysw.com/wp-content/uploads/2024/03/1517751073573-1-e1710650494593-150x150.jpeg 2x" alt="Kerry Meath-Sinkin" class="avatar avatar-45 wp-user-avatar wp-user-avatar-45 alignnone photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 45px; --smush-placeholder-aspect-ratio: 45/45;" /><noscript><img src="https://journeysw.com/wp-content/uploads/2024/03/1517751073573-1-e1710650494593-150x150.jpeg" width="45" height="45" srcset="https://journeysw.com/wp-content/uploads/2024/03/1517751073573-1-e1710650494593-150x150.jpeg 2x" alt="Kerry Meath-Sinkin" class="avatar avatar-45 wp-user-avatar wp-user-avatar-45 alignnone photo" />

Kerry Meath-Sinkin

12/06/2024

How to Create Your Own Digital Estate Plan

<img data-src="https://journeysw.com/wp-content/uploads/2024/03/1517751073573-1-e1710650494593-150x150.jpeg" width="45" height="45" data-srcset="https://journeysw.com/wp-content/uploads/2024/03/1517751073573-1-e1710650494593-150x150.jpeg 2x" alt="Kerry Meath-Sinkin" class="avatar avatar-45 wp-user-avatar wp-user-avatar-45 alignnone photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 45px; --smush-placeholder-aspect-ratio: 45/45;" /><noscript><img data-src="https://journeysw.com/wp-content/uploads/2024/03/1517751073573-1-e1710650494593-150x150.jpeg" width="45" height="45" data-srcset="https://journeysw.com/wp-content/uploads/2024/03/1517751073573-1-e1710650494593-150x150.jpeg 2x" alt="Kerry Meath-Sinkin" class="avatar avatar-45 wp-user-avatar wp-user-avatar-45 alignnone photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 45px; --smush-placeholder-aspect-ratio: 45/45;" /><noscript><img src="https://journeysw.com/wp-content/uploads/2024/03/1517751073573-1-e1710650494593-150x150.jpeg" width="45" height="45" srcset="https://journeysw.com/wp-content/uploads/2024/03/1517751073573-1-e1710650494593-150x150.jpeg 2x" alt="Kerry Meath-Sinkin" class="avatar avatar-45 wp-user-avatar wp-user-avatar-45 alignnone photo" />

Kerry Meath-Sinkin

11/27/2024

For the Record

<img data-src="https://journeysw.com/wp-content/uploads/2024/03/1517751073573-1-e1710650494593-150x150.jpeg" width="45" height="45" data-srcset="https://journeysw.com/wp-content/uploads/2024/03/1517751073573-1-e1710650494593-150x150.jpeg 2x" alt="Kerry Meath-Sinkin" class="avatar avatar-45 wp-user-avatar wp-user-avatar-45 alignnone photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 45px; --smush-placeholder-aspect-ratio: 45/45;" /><noscript><img data-src="https://journeysw.com/wp-content/uploads/2024/03/1517751073573-1-e1710650494593-150x150.jpeg" width="45" height="45" data-srcset="https://journeysw.com/wp-content/uploads/2024/03/1517751073573-1-e1710650494593-150x150.jpeg 2x" alt="Kerry Meath-Sinkin" class="avatar avatar-45 wp-user-avatar wp-user-avatar-45 alignnone photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 45px; --smush-placeholder-aspect-ratio: 45/45;" /><noscript><img src="https://journeysw.com/wp-content/uploads/2024/03/1517751073573-1-e1710650494593-150x150.jpeg" width="45" height="45" srcset="https://journeysw.com/wp-content/uploads/2024/03/1517751073573-1-e1710650494593-150x150.jpeg 2x" alt="Kerry Meath-Sinkin" class="avatar avatar-45 wp-user-avatar wp-user-avatar-45 alignnone photo" />

Kerry Meath-Sinkin

11/27/2024

Protecting Your Wealth: Insurance Strategies for UHNW Family Offices

Brian Flynn

11/19/2024

November 2024 Market Commentary

<img src="https://journeysw.com/wp-content/uploads/2021/07/MarkFeature-150x150.jpg" width="45" height="45" srcset="https://journeysw.com/wp-content/uploads/2021/07/MarkFeature-150x150.jpg 2x" alt="Mark Lebida, CFA®" class="avatar avatar-45 wp-user-avatar wp-user-avatar-45 alignnone photo" />

Mark Lebida, CFA®

11/07/2024

Industry Spotlight: Tariffs

<img src="https://journeysw.com/wp-content/uploads/2022/10/mark_n-150x150.jpg" width="45" height="45" srcset="https://journeysw.com/wp-content/uploads/2022/10/mark_n-150x150.jpg 2x" alt="Mark Newfield" class="avatar avatar-45 wp-user-avatar wp-user-avatar-45 alignnone photo" />

Mark Newfield

11/07/2024

2024 Year-End Financial Checklist

<img data-src="https://journeysw.com/wp-content/uploads/2024/03/1517751073573-1-e1710650494593-150x150.jpeg" width="45" height="45" data-srcset="https://journeysw.com/wp-content/uploads/2024/03/1517751073573-1-e1710650494593-150x150.jpeg 2x" alt="Kerry Meath-Sinkin" class="avatar avatar-45 wp-user-avatar wp-user-avatar-45 alignnone photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 45px; --smush-placeholder-aspect-ratio: 45/45;" /><noscript><img data-src="https://journeysw.com/wp-content/uploads/2024/03/1517751073573-1-e1710650494593-150x150.jpeg" width="45" height="45" data-srcset="https://journeysw.com/wp-content/uploads/2024/03/1517751073573-1-e1710650494593-150x150.jpeg 2x" alt="Kerry Meath-Sinkin" class="avatar avatar-45 wp-user-avatar wp-user-avatar-45 alignnone photo lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" style="--smush-placeholder-width: 45px; --smush-placeholder-aspect-ratio: 45/45;" /><noscript><img src="https://journeysw.com/wp-content/uploads/2024/03/1517751073573-1-e1710650494593-150x150.jpeg" width="45" height="45" srcset="https://journeysw.com/wp-content/uploads/2024/03/1517751073573-1-e1710650494593-150x150.jpeg 2x" alt="Kerry Meath-Sinkin" class="avatar avatar-45 wp-user-avatar wp-user-avatar-45 alignnone photo" />

Kerry Meath-Sinkin

11/07/2024

Load More Posts