Straight Forward Financial Advice From Experienced Investors
Last week, we talked about the combined benefits of supporting a cause you care about through charitable giving while reducing your tax bill at the same time. We also discussed a strategy of “bunching” two or three years of charitable gifts to increase your tax savings. This week, we’re …
A seasonal chill is already in the air, and for investors that means preparing for a hit to the wallet: Year-end distributions are almost upon us. And with the market’s strong surge in the past year, that’s likely to mean capital gains for many. Distributions are the accumulated income generated …
If you’ve been reading financial news recently you couldn’t escape the tumultuous drama of office space-sharing company WeWork. In a matter of weeks the company filed for an IPO, withdrew it, fired its once-visionary CEO, nearly went bankrupt and was finally rescued by an emergency multi-billion-dollar bailout from its largest …
Charitable giving is one of the best ways to leave a legacy or support a worthy cause. Those are reasons enough to give, but as wealth managers, we also appreciate that donating to charities can reduce your tax bill. As the days get shorter and the end of the tax …
President Trump’s unprecedented public criticism of Federal Reserve Chair Jerome Powell has led to some media speculation that the central bank is basing policy decisions on political sensitivities rather than economic realities. Chief Investment Officer Jim Lowell discussed politics and the Fed in our recent quarterly webinar*: Investing Through …
Save Some Money and Do Some Good
With age comes greater wisdom, they say, and greater responsibility. You’re well-established in your career and hopefully earning more than you spend. You may have your own family as well as aging parents you’re looking out for. In addition, you’re now halfway towards traditional retirement age. That’s a lot to …
In September, we covered the basics of 529 plans. This week, we’ll continue examining 529s with a look at tax implications, risk strategies and how they can impact financial aid eligibility.
Contributions to 529 plans are not tax deductible (at the federal level, treatment varies at …
In August, we covered Vanguard’s plans to open a new actively managed international stock fund, International Core Stock. Following a two-week subscription period, the fund began trading mid-October. International Core Stock is yet another partnership with Vanguard’s oldest sub-advisory partner, Wellington Management. The fund will be run by Ken …
In a previous post, we discussed the basics of Social Security. Today, we’ll dive into some other features of the Social Security program to include in your financial planning: Spousal benefits, child benefits and survivor benefits. Benefits for Spouses Under the Social Security system, one half of a …
In sports, even the flashiest of moves or the cleverest of strategies won’t help you win if you haven’t spent time practicing the fundamentals. Likewise, savvy investors often have bad habits when it comes to managing their finances. Fixing these simple errors can help you build a solid financial foundation. …
Common Misconceptions About Buybacks and How They Impact Your Portfolio
We always love sharing good news for investors. Which is lucky, because otherwise we’d sound like a broken record when it comes to covering the fee-cutting wars among giant investment firms. Charles Schwab led the latest charge early this month, announcing that from now on, security transactions would be …
Major life events are often the impetus to begin comprehensive financial planning—and few events are bigger than welcoming a new child. Whether you are expecting, have just brought your new baby home or want to play catch-up, here are five finance tips to help you get started. Apply for a …
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