How men and women approach estate planning differently
Estate planning is an essential part of the financial planning process. It is your opportunity to choose how your financial and personal wishes are carried out after you’re gone. Your… …
What’s moving the markets?
DeepSeek AI: Investors initially reacted strongly to DeepSeek AI’s recent announcement, leading to significant volatility in AI-focused stocks. In our opinion, this was likely an overreaction to the news. If… …
Using gifts and inheritances to improve your financial wellbeing (without the guilt)
Receiving an inheritance or a significant gift from friends or family is often an emotionally complex experience. On one hand, there’s gratitude for the generosity or legacy passed down to… …
What’s moving the markets?
Central bank policies and economic data: Recent economic data has been mixed, reflecting both strengths and challenges. Inflation has shown signs of moderating, but it remains above central bank targets…. …
What’s moving the markets?
Fed rate cuts offset by rising interest rates: Despite recent interest rate cuts by the Federal Reserve, borrowing costs for consumers and businesses have moved higher in response to market… …
Document checklists for tax filing season
The time has come to start preparing for the upcoming tax season. Whether you file on your own or work with a tax professional, streamline the process by keeping your… …
What’s moving the markets?
The 2024 presidential election: The presidential race between Vice President Kamala Harris and former President Donald Trump remains incredibly close, with neither candidate holding a decisive lead in the polls…. …
Year-end tax planning: Maximize your portfolio’s efficiency with tax-loss harvesting and custom indexing
As year-end approaches, it is an excellent time to evaluate your taxable investment portfolio for potential tax-efficient adjustments. The decisions you make can significantly impact your overall returns, in the… …
What’s moving the markets?
Fed rate cut signals a shift: The Federal Reserve cut interest rates by 0.5% in September, marking its first reduction this year. This move reflects the Fed’s ongoing effort to… …
IRS rule changes: Non-spousal beneficiary IRA withdrawals
The IRS recently clarified significant changes to the rules governing how non-spousal beneficiaries withdraw funds from inherited Individual Retirement Accounts (IRAs). These updates stem from the SECURE Act of 2019,… …