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Estate Planning Investing News Taxes

Big Tax Hikes Could Lie Ahead

We recently wrote that the House of Representatives’ new tax blueprint would jeopardize estate planning techniques that wealthy families have long relied upon. But the House proposal sharply increases income…

AdvicePeriodOctober 4, 2021

Estate Planning Investing News Taxes

Tax Legislation Would Make Estate Planning Much Harder

Last week, the House Ways and Means Committee released the first draft of a major tax bill, and it contains sweeping changes that should concern wealthy households. The proposals are…

AdvicePeriodSeptember 20, 2021

Investing

What is a Roth Conversion and is it Right for You?

The impact of the pandemic, along with current historically low tax rates, makes 2021 an opportune time to consider converting a traditional individual retirement account (IRA) to a Roth IRA.…

AdvicePeriodSeptember 2, 2021

News

The Key to Protecting Older Loved Ones from Scams

There’s a reason financial scammers so often prey on older people: Compared with the general population, they’re likely to have more money, to be more socially isolated, to suffer from…

AdvicePeriodAugust 26, 2021

Investing

The Real Way To Amplify Your Investment Returns

The financial media loves to lionize investment professionals who outperform the stock market. Never mind that almost no fund manager has sustained their edge for any length of time; those…

AdvicePeriodAugust 5, 2021

Investor Behavior Investing News

Why You Shouldn’t Sweat Record Market Highs

Should you keep your money in the stock market, or even add money when the major indexes are near all-time highs? It’s a question many investors are asking right about…

AdvicePeriodJuly 22, 2021

Estate Planning News Taxes

Biden’s New Tax Plan: What to Expect

President Joe Biden campaigned for president on promises to spend big on infrastructure and social programs, with the plans to be paid for by new tax revenues on corporations and…

AdvicePeriodJune 28, 2021

Investor Behavior Investing

Turbulent Markets: Why You Should Stay the Course

Everyone knows that losing money hurts. Behavioral finance research suggests that the pain associated with loss is roughly twice as powerful emotionally as the pleasure connected to gains. It’s important…

AdvicePeriodMay 26, 2021

Investing News

Rising Inflation and Interest Rates: What You Need to Know

How You Can Prepare for Rising Interest Rates and Inflation For the first time in a long time, rising interest rates and inflation are in the news. For many, this…

AdvicePeriodApril 27, 2021

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Our perspectives are what set us apart.

Big Tax Hikes Could Lie Ahead

Tax Legislation Would Make Estate Planning Much Harder

The Real Way To Amplify Your Investment Returns

Why You Shouldn’t Sweat Record Market Highs

Biden’s New Tax Plan: What to Expect

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