Blog
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Family Matters: Governance, Generational Transfers, and (Sometimes) Awkward Conversations
As a professional fiduciary financial advisor, I assist family stewards with asking the tough questions and having the awkward conversations when necessary. If I can help you or someone you know with questions about governance of a family trust, please get in touch.
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Video: Do Interest Rate Changes Affect Stock Performance?
In this video, a senior researcher at Dimensional Fund Advisors explains what happens to stocks when interest rates change.
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The SECURE Act and Your Retirement: An Update
However the final legislation shakes out, deferring taxable income and increasing tax-favored savings will always be good ideas.
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10 Research-Tested Investment Principles for Improving Your Returns
Based on Nobel Prize–winning investment research, these ten investment principles can help you achieve superior results with your investment portfolio.
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Private Foundation or Donor-Advised Fund: Which One Is Right for You?
Some individuals, especially those with significant means, may wonder whether it is more advantageous to set up a private foundation to carry out their philanthropic wishes or make use of a donor-advised fund (DAF) to channel their gifts. Both alternatives have advantages and disadvantages, so let’s look at some quick comparisons.
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How to Make Philanthropy a Habit for the Next Generation
Over the next 25 years, baby boomers will transfer roughly $68 trillion to their heirs. How can family stewards prepare the next generation to carry on their philanthropic legacy and the tradition of doing good for others?
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3 Strategies for Managing Post-Retirement Tax Bracket Creep
As more thriving retirees enjoy longer lifespans, some may find themselves in a higher tax bracket in retirement once their required minimum distributions kick in at age 70 ½. Here are three strategies that will help you carefully balance your income for maximum tax efficiency, both now and after you stop working.
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The Inverted Yield Curve: Should You Care?
We’ve seen the phrase “inverted yield curve” making frequent appearances in the financial news in the last couple of weeks. Should investors care? Is recession really on the way?
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Tax-Loss Harvesting and Your Portfolio: The Upside of Market Volatility
Market volatility is the most unnerving and anxiety-inducing part of investing. But tax-loss harvesting can be the silver lining investors need to recoup losses and keep their long-term investment strategy on track.
