When your financial life is complex, decreasing your tax liability requires a strategic plan. Here is where to start.
While there’s no magic formula for balancing a portfolio, there are some key factors to consider—from asset allocation to sector concentration.
Real Estate Investment Trusts offer a way to invest in real estate without having to actually manage property. Yet it’s wise to understand the taxation first.
ESG ratings evaluate how socially conscious a company is, serving as guideposts for selective investors. And their impact is only growing.
While more investment choices may be appealing, there are some issues to be aware of before taking this direction.
As an investor, you do not need to worry if you’re covered—if you have your investments through a SIPC member brokerage firm, coverage is automatic.
Much like caring for a vehicle, financial planning is an ongoing process—not a once-and-done event.
The asset allocation of your portfolio is a key driver of performance and returns. Do you have the right mix of stocks and bonds in your portfolio?
A home is both an asset and a liability. It can be sold like an asset at some point in the future, but there are ongoing expenses that come with homeownership.
However, this doesn’t mean that you should never sell during a market decline. Here are three scenarios when doing so may be a shrewd move.
Wondering whether to close out your home loan ahead of schedule? We’ll look at the benefits of doing this—and when it might be better to invest in bonds instead.
How much do you know about inflation? Take our simple quiz to find out, and learn about the factors driving inflation today.
Look for opportunities created by lower markets, which include evaluating employer stock, performing Roth conversions, and investing before the market rebounds.
Series I savings bonds combine relatively high returns with minimal risks—as long as inflation remains elevated.
With the top marginal tax rate now at 37%—and the Medicare surtax on investment income adding another 3.8%—tax efficiency is more important than ever.
Opportunistic tax planning can help extend the life of your retirement savings. Here’s how.
This strategy of diversifying bonds can help smooth out the ups and downs of the market.
When the market is in decline, we take these proactive steps with our clients.
If you’re the beneficiary of retirement accounts or other inherited assets, it pays to learn about the IRD deduction.
According to a survey conducted at the end of 2021, about 88% of Americans are very worried about inflation and many say they are planning to cut back their spending.1 Prices…