Featured Publications and Media Highlights
Read the most recent Saugatuck Financial related press here:
Yield Enhancement: Investing short-term cash in T-Bills
By Luke Andriuk
Considerations for Investing Amid “Stagflation”
By Luke Andriuk
Should Investors Add Private Credit to Their Fixed Income?
By Luke Andriuk
Why Are the Recent Changes to IRS Code 7702 a Big Deal for High Income Earners?
By Justin Charise
Worth Feature: Saugatuck Financial Partner, Justin Charise, joins Worth CEO Juliet Scott-Croxford as an expert panelist to discuss the potential planning implications of a Biden win in the November 2020 election.
October 2020: Biden vs. Trump: What Each Candidate's Tax Policy Would Mean For You
By Justin Charise
April 2020: The Top Questions Investment Advisors Are Getting Asked Right Now
Featuring Justin Charise
January – March 2020: Why Might I Reconsider My IRA Beneficiaries Under the SECURE Act?
By Justin Charise
April – June 2019: How can I think about using life insurance strategically?
March 2019: Worth Video Feature. Meet the Saugatuck Financial team. Justin Charise shares his thoughts on a recent Worth article about charitable giving strategies.
How does the Tax Cuts and Jobs Act affect charitable-giving tax strategies?
Justin Charise included among the former athlete business leaders highlighted in the Summer 2018 publication of the Johnson Graduate School of Business at Cornell: Enterprise
Justin Charise Keynotes the 14th Annual Fairfield County 40 Under Forty Awards Ceremony
December 2017: Saugatuck Financial noted in the December Giving Section of Westport Coastal Neighbors
December 2017: Longshore Scene highlights Saugatuck Financial client event
December 2017: Saugatuck Financial sponsors special visit by Santa
August-October 2017: What are some long-term strategies for meeting short-term liquidity needs?
November 2017: What attributes of successful sports coaches should I look for in a financial advisor?
Justin Charise named to Fairfield County’s 2017 40 Under Forty
May 28, 2017: What attributes of successful sports coaches should I look for in an advisor?
March 28, 2017: Which tax-efficient investing strategies should your advisor be considering?
By Justin Charise, CFP ®