An estate plan is one of the greatest gifts you can bequeath to your loved ones. If you’ve been putting off your estate planning, taking the initial steps can be daunting—but liberating. Here is how to get started today, one hurdle at a time.
Are low interest rates here to stay? After analyzing 800 years of real interest rates, a working paper from the Bank of England seems to say so.
Sometimes, a big income just means bigger expenses; and great wealth means greater problems. Here are a few concerns that we're hearing from clients like you.
The investment instructions below are essentially identical to certain instructions I’ve laid out in my will. It is what I believe is best for my family's investment assets after I am gone.
The American marketplace is an economic jungle. As in all jungles, you easily can be destroyed if you don’t know the rules of survival… But you also can come through in fine shape and you can even flourish in the jungle—if you learn the rules, adapt them for your own use, and heed them.
Congress has officially passed a third stimulus package, this time of $1.9 trillion. Here's what we're acting on with business owners, families and individuals.
Without a solid investment approach and a commitment to staying the course, investors might find it difficult to remain on track, especially in challenging times.
On the path to investment success, understanding the range of potential outcomes can help you stick with a plan and ride out the inevitable ups and downs.
Cryptocurrency - Bitcoin, Ethereum, Litecoin - has a number of promising possibilities. Human ingenuity is always a marvel to behold. But like any relatively new, highly volatile pursuit, it entails considerable risk.
Have you been keeping up with the breaking news about GameStop and all the other red-hot trades of the day? Here’s a synopsis (to date), and what it means to you as an investor.
GameStop (GME) made headlines this week as users on the social media platform Reddit invested heavily in the shorted stock. Are you considering making changes to your portfolio as a result?
An illustrated world review of selected capital market results in 2020.
After a tumultuous 2020 election season, inauguration day is almost here. If you are a high-earner, here are some challenges that could arise during a Biden administration.
If 2020 has taught us anything, it's that you should always be prepared for the unexpected. Now that 2020 is behind us, here are 6 financial tips for 2021.
With a new $900 billion stimulus package passed, what can Americans expect to see coming their way soon?
With a new administration comes new policies. Should you make changes to your finances based on the perceived implications?
Good tax planning is not about finding a loophole. It's not an aggressive or risky set of tax strategies. Good tax planning is simply knowing the financial rules that affect you and fairly abiding by them.
There’s hope the load will lighten in the new year, fast approaching. While we prepare for a fresh start, here are six financial best practices for year-end 2020 and beyond, none of which require any heavy lifting.
Should you rely on the prediction of the economist or the toss of a coin? The answer seems obvious, but it isn’t.
"Be properly housed" is #3 of the Five Fundamentals of Fiscal Fitness. Bottom line? You should probably have a mortgage for longer than you think.