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The gone-fishing portfolio provides suggested asset allocations for investors up to age 70 and up to $1 million.
These are just some examples of the creative beneficiary designations, but the important part is to dream big about what your wishes are.
We’ve written about how to select securities but in this article we are going to apply those principles to the process of selecting a specific fund for a specific sector of the economy.
Here is a simple way to think about commercial property.
Some years, we fall behind and I try to make a year-end contribution to get us caught back up again.
For children with lower incomes, there is an opportunity to give them appreciated stock to shift the capital gains to a lower tax bracket.
The kiddie tax was first added to the tax code in 1986 for children under age 14. Now, it can burden them until they are 23.
Financial Christmas gifts don't need to be a piggy bank. They can be more serious and more meaningful than that.
Will substitutes sacrifice some of the customization of trusts but avoid the accounting complexities.