Can 2020 please be over now? With a deadly pandemic, sweeping economic destruction, and nasty election battles, this has been a year most of us would like to forget —…
AdvicePeriodOctober 31, 2020
The Current Regime. As a result of the Tax Cuts and Jobs Act of 2017, the federal estate and gift tax exemption is the highest it has ever been. Under…
AdvicePeriodAugust 6, 2020
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…
AdvicePeriodAugust 24, 2018
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…
AdvicePeriodDecember 14, 2017
Hope. It is the only thing stronger than fear. A little hope is effective. A lot of hope is dangerous. A spark is fine, as long as it’s contained. A…
AdvicePeriodMarch 15, 2017
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…
AdvicePeriodDecember 20, 2016
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…
AdvicePeriodOctober 13, 2016
Would you ever set out on a trip without a clear destination? If so, you might have some fun along the way, only to end up going nowhere in particular.…
AdvicePeriodAugust 11, 2016
Would you be interested in a safe, 40% return in the stock market? If you have a pulse, the answer is yes. Obviously that kind of return is pure fantasy.…
AdvicePeriodJuly 21, 2016
