May 2023 ~ At Seascape Capital Management, we place a high value on professional development. We love learning how better to help our clients. So naturally, we are pleased to congratulate the Seascape Team on recent accomplishments: Andrew Litzerman, CFA®, CMT® continued his love of learning by completing his Masters in Computer Science from Northeastern University in May 2023. Chrissy Sullivan, CFP®, CDFA®, CTFA, CEPA continues to stay plugged in to the needs of our business owner clients with her newest credential, the CEPA, Certified Exit Planning Advisor in April 2023. Our business owner clients will benefit from our expertise in maximizing business value, planning life after business, and working through tax reduction strategies --- and will also appreciate our work with their trusted network of advisors to build a strategic framework for executing an exit with a holistic approach and creating a financial foundation with pre-transaction planning. Suzanne Russo, FPQP® deepened her 18 years of experience and demonstrated her knowledge and expertise by earning her Financial Paraplanner Qualified Professional designation in April 2023.
March 2023 ~ With the collapse of Silicon Valley Bank, worries surrounding your accounts at Schwab may be top of your mind. Schwab is committed to staying financially independent, and we are confident in its ongoing financial health. To address client concerns, Schwab recently published a piece "Perspective on recent industry events". Please click to read the article and to learn more about Schwab's FDIC insurance for cash and bank sweep holdings, SIPC insurance for securities portfolios and additional insurance through Lloyd's of London of $150 million.
March 2023 ~ This month our firm celebrates 20 years of growth and working with discerning clients and talented partners. It was wonderful to see so many friends and colleagues at the One Hundred Club Member Social as we kicked off our year of celebration.
March 2023 ~ The SECURE 2.0 legislation included in the $1.7 trillion appropriations bill passed late last year builds on changes established by the original Setting Every Community Up for Retirement Enhancement Act (SECURE 1.0) enacted in 2019. SECURE 2.0 includes significant changes to the rules that apply to required minimum distributions from IRAs and employer retirement plans. Here's what you need to know.
January 2023 ~ Last November, Seascape Capital invited Mariana Budjern, a gifted Senior Research Associate with the Project on Managing the Atom at the Harvard Kennedy School Belfer Center to speak at an event we hosted at the One Hundred Club. She spoke about the war in Ukraine and the influence of nuclear weaponry on the balance of power. What made her presentation so intriguing and relevant — besides that her doctoral thesis had analyzed the forces that led to Ukraine’s 1994 nuclear disarmament — was that she is Ukrainian. Her book, on the topic, Inheriting the Bomb, became available in December. The audience sat engrossed in her presentation and couldn’t stop asking questions when she finished her prepared remarks. Mariana and I have kept in touch. I would like to think we will remain friends for a long time. After Christmas in the US, she returned to Ukraine to celebrate the holidays with her family and friends there. Upon her return to the states, she sent me a link to an essay she wrote documenting the very poignant and often visceral experiences of her trip. Holidays in a war-torn country still fighting for its freedom….not exactly a storybook scene. Whether or not you were able to attend our event, I invite you to read her account of the courageous and resilient people of Ukraine who make up her family and friends. It can’t help but strengthen your belief in the human spirit. Click to read Mariana's essay.
January 2023 ~ Keep this reference card handy! Clicking the link will automatically download a .pdf card of 2023 Key Financial Data, updated by any current legislation.
November 2022 ~ For the fourth year in a row, Seascape Capital advocated for animals in need as an "Animal Angel Sponsor" for the NHSPCA's Auction for the Animals. The NHSPCA helps save the lives of thousands of homeless and helpless animals in-need.
November 2022 ~ Clients and friends of Seascape Capital enjoyed an evening with Mariana Budjeryn at the One Hundred Club for Seascape's client event. Mariana is a regular contributor to CNN, BBC, Al Jazeera, France 24, The Guardian, and other media that seek out her analysis on the war in Ukraine. Please read on to learn more.
October 2022 ~ Medicare's Open Enrollment Period — which runs from October 15 through December 7 — is your annual opportunity to switch your current Medicare health and prescription drug plans to ones that better suit your needs. Read on to learn more.
August 2022 ~ The Seascape Capital Team spent a beautiful Volunteer Day at the Cross Roads House. We support their mission to meet the immediate needs of homeless families and individuals, and to provide them with the tools and guidance they need to successfully return to permanent housing.
