2018 saw volatility return to the markets … and it made for a wild ride. Investors who had gotten comfortable in the low-volatility environment of the previous nine years felt it most acutely. We experienced the single greatest point drop […]
WE WON THE LOTTERY! The $434 million Powerball! You probably saw our picture … it was all over the internet! OK, we didn’t actually win the lottery. We didn’t even buy a ticket. But “sudden wealth” comes in many forms, […]
Individual Retirement Accounts (IRA) can be powerful tools for retirement savings but using them effectively can present complex challenges. The first step is knowing these strategies exist. SOME IRA BASICS Money contributed to traditional IRAs are not generally taxed in […]
If I had to choose one signal investors are watching closely right now, it would be the yield curve. This curve shows the interest paid at different durations of debt. On the short end of the curve are instruments like […]
Lisa is a law firm partner who just turned 60 and is changing her perspective. Until now, she had invested mostly in her business and her family. Retirement wasn’t the largest image on the radar. It’s time for a change […]
Taxes can take a big bite out of investment returns. Although investment decisions shouldn’t be driven solely by tax considerations, the benefits of tax-deferral are significant. TAX-DEFERRED AND TAX-FREE INVESTMENTS Tax deferral is the process of delaying (but not necessarily […]
The biggest financial mistake young attorneys make is spending beyond their means. After years of scrimping and saving it’s tempting to buy a new car, a condo, new furniture, etc., despite still facing significant college loan debt. Before you know […]
The average law student incurs more than $140,000 in student loans, according to a 2017 survey. These debts can be a significant roadblock on the path to prosperity and retirement. Fortunately, there are strategies young attorneys can employ for managing […]
As the year winds down, make time to schedule a year-end financial planning meeting with your financial professional. It’s time to review your year and plan for the next one. Here are some conversation starters to consider. Asset Allocation The […]
A 529 Plan is a tax-deferred tool for transferring wealth between generations, primarily for funding a college education. The most common source of funds for a 529 Plan is the parents of the prospective student. There are considerable estate planning […]
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