When To Buy a Second Home June 25, 2023 Financial Planning financial planning, real estate As travel daydreams become reality this summer, you may be wondering: When is it time to buy a second home?Read Morekeyboard_arrow_right
The ‘Magnificent Seven’ Make This Bull Market Different June 13, 2023 Investing bull market The “concentrated markets” trend is still in play. Let’s review what’s going on under the surface of this bull market.Read Morekeyboard_arrow_right
The Advantages (and Risks) of Master Limited Partnerships June 2, 2023 Investing alternative investments, energy, master limited partnerships, MLPs Let’s take a look at the potential advantages (and risks) of master limited partnerships.Read Morekeyboard_arrow_right
The Debt-Ceiling Deal: Will a Default Be Averted? May 31, 2023 Economy and the Markets debt ceiling, politics Over the weekend, President Biden and House Speaker McCarthy struck a deal on the debt limit. This is good news and it dramatically improves the odds that a U.S. default will not occur. We are not out of the woods yet, though, as the deal needs to be approved by the House … Read Morekeyboard_arrow_right
Tax-Proof Your Estate With the DSUE May 30, 2023 Financial Planning estate planning, financial planning At Adviser, we think the deceased spousal unused exclusion (DSUE) is one of the most important and least known financial planning tools.Read Morekeyboard_arrow_right
Guide to Charitable Remainder Trusts May 22, 2023 Estate Planning charitable giving, estate planning, financial planning, legacy planning Understanding the difference between charitable remainder unitrusts and charitable remainder annuity trusts can help your legacy.Read Morekeyboard_arrow_right
Roth IRA FAQ May 16, 2023 Financial Planning financial planning, Retirement Planning, roth IRAs Roth IRAs have some impressive tax advantages that make them appealing. Here are answers to some frequently asked questions.Read Morekeyboard_arrow_right
The End of Interest-Rate Hikes: Are We There Yet? May 11, 2023 Investing bonds, fed funds rate, federal reserve, interest rates, rate cuts, rate hikes Curious bond investors everywhere want to know: Are we there yet? “There” refers to the end of the Federal Reserve’s interest-rate-hiking cycle. It’s not a certainty, but our view is that the Fed is on the cusp of shifting policy. The economy may be weakening, which supports this view. Softening data … Read Morekeyboard_arrow_right
Charitable Remainder Annuity Trust vs. Charitable Remainder Unitrust May 10, 2023 Estate Planning charitable giving, estate planning, financial planning, legacy planning Understanding the difference between charitable remainder unitrusts and charitable remainder annuity trusts can help your legacy.Read Morekeyboard_arrow_right
Adviser Expertise: Financial Planning for Lawyers May 2, 2023 Financial Planning financial planning, financial planning for lawyers Find a financial advisor for lawyers today. Adviser has years of experience providing guidance and financial planning for lawyers.Read Morekeyboard_arrow_right
Thinking Early About Legacy Planning May 1, 2023 Financial Planning estate planning, financial planning, legacy planning At Adviser, legacy planning begins further upstream—ideally as soon as we create your first financial plan.Read Morekeyboard_arrow_right
The Roth IRA Path to Millions April 26, 2023 Financial Planning finances for kids, roth ira The idea of investing in a Roth IRA as a teenager and becoming a millionaire may convince your loved one to pay attention.Read Morekeyboard_arrow_right