Evidence-based advisors adhere to investing based on rigorous academic data, rather than emotions. Learn more about working with one here.
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There are many factors to consider when deciding which financial advisor you should retain. One of the most important ones is to be sure they are registered investment advisors. These advisors (known as “RIAs”) are required by law to make extensive disclosures, especially about their fees and any conflicts of interest. They must always put
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Stocks and real estate have long been popular investment options. This is true for everyone from the first-time investor to the person who has invested for years. Perhaps you only have the funds to invest in one or the other right now and feel unsure of what to do. As we head into the second
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It can fill you with pride and satisfaction to pass on money to a family member or a charitable organization whose mission you support. However, you must follow the proper steps to ensure the gifting is legal and that it doesn’t leave you on the hook for large estate taxes, capital gains taxes, or other
How to Give Away Your Money Legally While Reducing Your Tax Burden Read More »
Millions of Americans make New Year’s resolutions every year. If you’re among them, don’t overlook the importance of taking stock of your investments before 2019 gives way to 2020. Here we discuss several possibilities for year-end investments which you may not have previously considered. Be Sure to Maximize Your Retirement Contributions The Internal Revenue Service
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As adult children leave home, move across the country in some cases, and start families of their own, it can be challenging to bring everyone together to discuss the sensitive topic of making an estate plan. Since many families travel hundreds of miles to be together for the Holidays, this can be the ideal time
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When you hire someone to change the oil in your car or remodel your house, you can see the impact of their work right away. If it’s not up to your standards, you can demand a refund or hire someone else. With a financial advisor, you might not realize the effects of following poor advice
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The term inflation refers to the rate at which the cost of purchasing goods or services is in a state of rising. It’s natural to expect inflation over time. However, it can become a problem for consumers and investors when an excessive degree of inflation impacts their purchasing power. Inflation rates in July 2019 rose
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A conversation about money between parents and adult children or grandchildren can feel uncomfortable for everyone involved. However, it’s essential for family members to get past the initial reluctance and sit down to discuss wealth transfers from one generation to the next. This is the best way to ensure that the money one generation has
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Although profits and earnings sound like they could describe the same thing, they have different meanings in the business world. Earnings, for example, typically refers to the bottom line on a company’s income statement. Breaking it down further, a company’s net earnings describes the amount it takes in after accounting for all expenses. With net
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