Donating Stocks to Charity?
Donating stocks may be a powerful tax strategy to optimize your charitable giving. For investors seeking to support charitable causes, donating stocks instead of cash can provide significant advantages. By contributing appreciated securities, investors can [...]
12 Estate Planning Must-Dos
Many of you already have estate documents, probably executed many years ago. You need an estate attorney to look over your documents every 10 years or so. Here are a dozen points to review. # [...]
Understanding Annuities
Annuities are popular retirement savings vehicles. Chances are you’ve heard many—possibly conflicting— opinions about them. To give you a better understanding of annuities, here is a brief overview of what they are, why you should [...]
Stealth Move by the IRS Regarding Inheritance
The new ruling emphasizes the need for an adaptive estate planning approach. One recent development that has stirred conversations among investors and advisors alike is the issuance of the IRS Revenue Ruling 2023-2. This ruling [...]
Investor Psychology During Bull Markets
In the world of investing, there are few phrases as exhilarating as "bull market". These words conjure images of an economy burgeoning with opportunity, a period when stock prices are on a steady upward trend, [...]
The Perfect Portfolio
A Major League pitcher’s perfect game and an investor’s perfect portfolio Achieving perfection in any field is a remarkable feat. This achievement requires a combination of skill, talent, focus, and a touch of luck. In [...]
A Guide to the Dynamics of Rolling Recessions
Tips to spot opportunities, mitigate risks and ensure your financial resilience. Over the past year, the global economy has faced a series of rolling recessions. Rolling recessions are periods of economic decline that impact specific [...]
Understanding the Fed’s Pause on Rate Hikes
Remain vigilant as we might see more rate hikes this summer. The decision by the Federal Reserve to pause its upward trajectory of the federal funds rate – after 10 straight hikes over the past [...]