If you’re like many investors, the thought of paying capital gains taxes on your successful investments might feel overwhelming. But what if there was a
The Markets
Living the realities of risk and reward.
Asset allocation is important because it helps investors manage the risk and rewards of investing. In general
Yesterday was the first move of the Federal Open Market Committee (FOMC) in this cycle to cut interest rates. The FOMC cut interest rates by 50 basis points (0
The Markets
The Standard & Poor’s (S&P) 500 Index hit a new all-time high last week.
The S&P 500 has had quite a year. Despite a sharp downturn in August when
With healthcare costs often resembling an unpredictable market, and long-term care expenses looming, the post-work years require careful financial planning
Read More
Markets have been very volatile lately. What’s going on? Let’s take a quick look at the factors that are influencing markets right now.
Read More
The IRS recently updated some rules about trusts that could make your heirs accidentally liable for capital gains taxes.
It's another quiet change that could
Read More