Blog
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Where You Invest Your Assets Matters — Here’s Why
Because of the strict regulations the U.S. financial system imposes, financial planning firms and investment advisory offices must protect client assets with a custodian. Custodians safeguard the money, keep close track of it, and provide statements directly to clients.
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Global Debt is Growing — Should We Be Worried?
The first thing you think when you see those figures is that the world may be coming to an end. But surprisingly, most global economists are not worried by the growing levels of government debt.
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After the IPO: Three Steps to Manage the “Peter Parker Principle”
The key to handling this newfound responsibility is to have a plan in place. Let’s talk about the three vital first steps you must take now toward formulating a plan for your new wealth.
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“My Company Is Doing an IPO”: What You Need to Know About Equity Compensation
For many founders and employees of companies going public, the prospect of cashing in from a successful initial public offering is enticing — but it also can raise lots of questions. Here are a few basics about what you can expect.
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Your Retirement Nest Egg and Dollar-Cost Averaging: Does the Strategy Really Work?
When you are investing for retirement, with an eye on long-term income security and sustainability, it’s important to rely on a strategy you can trust. Is dollar-cost averaging a viable way to protect your hard-earned savings?
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529 Plans as an Estate Planning Tool? Yes, That’s Right!
529 plans have been receiving increased publicity since the Tax Cuts and Jobs Act of 2017 expanded their permissible uses from only higher education–related expenses. And as it turns out, family stewards can also leverage these vehicles to trim down the size of their taxable estate.
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Estate Planning for Blended Families: It All Starts with Communication
Whether you are preparing to get remarried or have just gone through a divorce but want to plan for future possibilities, here are the key estate planning strategies your family should consider — blended or otherwise.
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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.
