AdvicePeriod, Author at AdvicePeriod

Monthly Market Commentary

Market Update: April 2025 In Review

Please find our most recent market review below. We hope these perspectives are valuable to you. - The AdvicePeriod Team Market Update: April 2025 In Review Key Observations U.S. stock…

AdvicePeriodMay 9, 2025

Creating a Family Mission Statement

Family wealth is like a comfortable vehicle with plenty of range: It can take you to places where you’ll find fulfillment. But if you aren’t clear about where you want…

AdvicePeriodApril 25, 2025

Retirement Planning

Optimize Retirement Assets Through Tax-Efficient Withdrawals

How long will your retirement savings last? The answer may depend on the order in which you withdraw them from your taxable and tax-advantaged investment accounts. Taxes play a major…

AdvicePeriodApril 25, 2025

Monthly Market Commentary

Market Update: March 2025 In Review

Please find our most recent market review below. We hope these perspectives are valuable to you. - The AdvicePeriod Team Market Update: March 2025 In Review Key Observations The S&P…

AdvicePeriodApril 8, 2025

Stay Active and Healthy in Retirement

For new retirees, having a wide-open calendar can feel like unbounded freedom. But while relaxation is one of the prime perks of retirement, it’s not good for that calendar to…

AdvicePeriodMarch 20, 2025

Buy-Sell Agreements: Understanding the Basics

What makes for a successful business partnership? Clear communication, shared goals and mutual respect are key. But to ensure the long-term viability of your business, a buy-sell agreement is a…

AdvicePeriodMarch 20, 2025

Monthly Market Commentary

March 2025 Market Commentary

Please find our most recent market review below. We hope these perspectives are valuable to you. - The AdvicePeriod TeamKey Observations Major indices declined with the Nasdaq dropping 3.9%, the…

AdvicePeriodMarch 7, 2025

Taxes

In Retirement, Cash Flow is King

We’ve all heard the expression “cash is king.” When it comes to retirement, it’s cash flow that’s king. Knowing you’ll have enough reliable income to cover your expenses, not just this year…

AdvicePeriodFebruary 20, 2025

Taxes

Major Tax Changes Hang in the Balance

The 2017 Tax Cuts and Jobs Act (TCJA) was a major overhaul of the tax code, roughly doubling the estate-tax exemption, lowering income tax rates in most brackets, capping state…

AdvicePeriodFebruary 20, 2025

Monthly Market Commentary

February 2025 Market Commentary

Please find our most recent market review below. We hope these perspectives are valuable to you. - The AdvicePeriod Team Resilience Amid Technological Disruption and Policy Shifts Key Observations The…

AdvicePeriodFebruary 11, 2025

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Market Update: April 2025 In Review

Optimize Retirement Assets Through Tax-Efficient Withdrawals

Market Update: March 2025 In Review

March 2025 Market Commentary

In Retirement, Cash Flow is King

Major Tax Changes Hang in the Balance

February 2025 Market Commentary

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