The Advantages of a Family Trust
Family trusts are an important tool for managing wealth across multiple generations. They can help you avoid the time-consuming and costly process of probate, keep
Understanding Mutual Funds, Index Funds, and ETFs
It’s common knowledge that investing in mutual funds, index funds, or exchange-traded funds (ETFs) can help build a diversified portfolio. These funds hold diverse baskets
The Benefits of Donor-Advised Funds
As tax planning season and end-of-year charitable giving begin, it’s a good time to consider the benefits of donor-advised funds. Charitable giving has many facets,
Investing During a Bear Market
Lately, financial pundits seem to be constantly warning that a bear market is coming, arguing over whether one has begun or predicting when one will
Understanding the Charitable Remainder Trust
The charitable remainder trust (CRT) is a popular retirement- and estate-planning tool. It can be a convenient way to create a stream of lifetime income
Smart Ways to Save for Your Child’s Education
If you’re a parent, the start of a new school year may have you considering how much you’re able to set aside for your child’s
An Introduction to Bond Ladders
Bonds play an important role in a diverse investment portfolio. As fixed-income securities, they can provide a stable return until they mature. As with any
The Sequence of Returns Risk in Retirement
Markets go up and down in ways that are not entirely predictable. For long-term investors, what the market is doing in the present isn’t that
It’s Time to Have “The Estate Plan Talk”
Talking with loved ones about estate planning and inheritance can be challenging, especially as it centers around two taboo topics – money and death. But
