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Featured Publications and Media Highlights

Read the most recent Saugatuck Financial related press here:

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MONEY THAT MATTERS: How Saugatuck Financial Strives to Make Sure Its Clients – And The Greater Westport Community – Thrive

April 2024

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Investing During An Election Year: What You Should Know

Investing During An Election Year: What You Should Know

Jan 16, 2024

By Luke Andriuk

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2023: Expectation Versus Reality For Investors

Sep 20, 2023

By Luke Andriuk

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

Winter 2022

By Luke Andriuk

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Considerations for Investing Amid “Stagflation”

Fall 2022

By Luke Andriuk

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Should Investors Add Private Credit to Their Fixed Income?

Spring 2022

By Luke Andriuk

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

Fall 2021

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

October 2020

By Justin Charise

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Worth

The Top Questions Investment Advisors Are Getting Asked Right Now

April 16, 2020

Featuring Justin Charise

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Why Might I Reconsider My IRA Beneficiaries Under the SECURE Act?

January-March 2020

By Justin Charise

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How can I think about using life insurance strategically?

April-June 2019

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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?

January-March 2019

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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

Summer 2018

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

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

December 2017

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WestportNow.com

Longshore Scene highlights Saugatuck Financial client event

December 2017

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WestportNow.com

Saugatuck Financial sponsors special visit by Santa

December 2017

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What are some long-term strategies for meeting short-term liquidity needs?

August-October 2017

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

November 2017

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

June 29, 2017

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What attributes of successful sports coaches should I look for in an advisor?

May 28, 2017

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Which tax-efficient investing strategies should your advisor be considering?

March 28, 2017

By Justin Charise, CFP ®

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