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Featured Publications and Media Highlights

Read the most recent Saugatuck Financial related press here:

Investing During An Election Year: What You Should Know

Investing During An Election Year: What You Should Know

By Luke Andriuk

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Yield Enhancement: Investing short-term cash in T-Bills

By Luke Andriuk

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Considerations for Investing Amid “Stagflation”

By Luke Andriuk

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Should Investors Add Private Credit to Their Fixed Income?

By Luke Andriuk

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Why Are the Recent Changes to IRS Code 7702 a Big Deal for High Income Earners?

By Justin Charise

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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.

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October 2020: Biden vs. Trump: What Each Candidate's Tax Policy Would Mean For You

By Justin Charise

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Worth

April 2020: The Top Questions Investment Advisors Are Getting Asked Right Now

Featuring Justin Charise

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January – March 2020: Why Might I Reconsider My IRA Beneficiaries Under the SECURE Act?

By Justin Charise

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April – June 2019: How can I think about using life insurance strategically?

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March 2019: Worth Video Feature. Meet the Saugatuck Financial team. Justin Charise shares his thoughts on a recent Worth article about charitable giving strategies.

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How does the Tax Cuts and Jobs Act affect charitable-giving tax strategies?

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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

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Justin Charise Keynotes the 14th Annual Fairfield County 40 Under Forty Awards Ceremony

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December 2017: Saugatuck Financial noted in the December Giving Section of Westport Coastal Neighbors

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WestportNow.com

December 2017: Longshore Scene highlights Saugatuck Financial client event

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WestportNow.com

December 2017: Saugatuck Financial sponsors special visit by Santa

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August-October 2017: What are some long-term strategies for meeting short-term liquidity needs?

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November 2017: What attributes of successful sports coaches should I look for in a financial advisor?

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Justin Charise named to Fairfield County’s 2017 40 Under Forty

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May 28, 2017: What attributes of successful sports coaches should I look for in an advisor?

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March 28, 2017: Which tax-efficient investing strategies should your advisor be considering?

By Justin Charise, CFP ®

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