When Life Happens, Consider Revisiting Your Estate Plan
Over the last two calendar years, much of the discussion pertaining to estate planning has revolved around possible changes to the tax laws. While changes to tax laws certainly can and should prompt a review with your advisor, it’s much more common for major life...
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When Life Happens, Consider Revisiting Your Estate Plan
Over the last two calendar years, much of the discussion pertaining to estate planning has revolved around possible changes to the tax laws. While changes to tax laws certainly can and should prompt a review with your advisor, it’s much more common for major life...
Generation-Skipping Transfer Tax Basics
If your estate is big enough, you should know how generation-skipping transfer taxes work, and how to avoid paying more than you must. Originally published on Kiplinger.com October 22, 2021 If you have ever sought the advice of an estate planning professional,...
The Morning View: October 19 , 2021
In this morning’s data, Housing Starts were 1,555,000 in September, weaker than expected and a decrease of -1.6% from the previous month, partly due to fewer starts in multi-family homes. In addition, Building Permits were 1,589,000 in September, much weaker than...
![W|W|W – Mind the [financial] gap](https://heritagetrust.com/wp-content/uploads/2021/08/WWW-Blog-Post-Graphic.jpg)
W|W|W – Mind the [financial] gap
When given the opportunity to share insights with a Women | Wealth | Wellness focus for Financial Planning Month, my mind was left racing with possibilities. There are so many unique situations women face, and each has opportunities and challenges that must be met....
Third Quarter 2021 Investment Commentary
Market Recap A September slump put a pause on the global equity bull market. The S&P 500 Index dropped 4.7% for the month, developed international equities fell 2.9%, and emerging-market (EM) stocks dropped 4.0%. For the third quarter, the S&P 500 was up just...
The Morning View: October 8 , 2021
Announced this morning, the economy added just 194,000 jobs in September, less than expected, but the previous month was revised higher by 131,000. The Retail Trade industry was relatively strong, while Government jobs were weak, losing 123,000 jobs in the month....
Fixed Income Commentary- October 2021
October 2021 3rd Quarter 2021 Fixed Income Review • Q3 fixed income markets experienced slightly positive performance although Treasuries and high credit quality were still negative year-to-date • Inflation has soared this year due to disrupted supply chains and...
How a Financial Planner Can Lead You Down the Right Path to Retirement
This Forbes article paints a picture of two different paths for retirees in America. Some are thriving financially, saving money even in retirement, while others struggle, going into debt in their golden years. Though unplanned expenses like those for extensive...
Investment Outlook – October 2021
Transitory? The Federal Reserve, following several months of greater-than-2% annual inflation — its stated goal — took to describing the most recent readings in the 4% to 5% range as transitory. For the Fed, transitory means that markets and consumers should...