It’s the scenario investors dread: The stock market plummets and along with it, the value of their accounts. Panic ensues as investors demand their advisors sell out of the market…
AdvicePeriod, is pleased to announce the addition of Justin Fulton, JD, CFP®, as Partner Advisor. Fulton will open a new office in Virginia Beach, Virginia, further expanding the firm’s national…
It is said that the only things certain in life are death and taxes. Unless, of course, you are talking about the sweeping tax reform legislation set to become law…
For many investors, passive investing has one overriding problem: the name. The term “passive” can suggest compromise, the idea that the goal of obtaining superior investment results through a more hands-on approach…
Having a substantial nest egg to pass on to heirs holds both promise and pitfalls. The promise is the financial security that a substantial inheritance can offer loved ones. The…
You—not any advisor—are responsible for deciding how much of your assets you spend for various advisory services, based on what you’ll receive in return. Your decisions will have a meaningful…
Next month, Americans will head to the polls to elect the next president of the United States. While the outcome is unknown, one thing is for certain: There will be…
First, addition by subtraction. Put down the Wall Street Journal. For crying out loud, shut off CNBC. Avoid financial salesmen who charge commissions, but call themselves “advisors.” These are all…
On August 4, 2016, the Treasury Department released Proposed Regulations that seek to eliminate valuation discounts for interests in family-controlled entities. The impact of these new rules is significant and…
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