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,...
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How Female Investors Can Take the Lead in Their Investment Journey
According to research by McKinsey, an unprecedented amount of assets will shift into the hands of U.S. women over the next three to five years. By 2030, American women are expected to control much of the $30 trillion in financial assets that baby boomers will possess...
The Morning View: October 1 , 2021
Announced this morning, Personal Income increased 0.2% in August, as expected and lower than the previous month which was impacted by social benefit programs. Personal Spending increased 0.8% in August, slightly higher than expected and a decent rebound from the...
Retirement Times October 2021 Newsletter
October 2021 This month's Retirement Times discusses the following: DOL Cybersecurity Tips Regret Aversion: Fighting the FOMO of the Financial World Self-Directed Brokerage Accounts To Add to Your Plan or Not: That is the Question What is Roth and What Does it Mean...
Passing a Collection or Valuable Assets Down to Your Heirs
It constantly surprises me to see the variety of things people collect. No matter what a collection consists of — rare books, art, sports memorabilia, vintage cars or something less common — it usually has deep personal value to the collector. When a person dies, an...
Mid-Month Market Perspectives
A Balancing Act Market Reflections Unpredictable. That certainly describes market returns given the fluid nature of company earnings, geopolitical events and economic missteps. What we have seen in recent weeks only serves to prove the point. History, at least,...
The Morning View: September 21 , 2021
Announced this morning, Housing Starts were 1,615,000 in August, an increase of 3.9% for the month, which was a higher increase than expected. In addition, Building Permits were 1,728,000 in August, an increase of 6.0% for the month, also higher than expected....
Navigating the Implications of the Ways and Means Committee’s Tax Bill for Individuals and Families
The House Ways and Means Committee’s proposed legislation released Monday, September 13th, has major implications for individuals and families in higher tax brackets. While many of the specifics don’t go as far as the hikes President Biden was seeking, there are...
The Morning View: September 16 , 2021
Announced this morning, Retail Sales for August increased 0.7%, higher than expected. Nonstore retailers were especially strong during the month, while Motor vehicle & parts dealers were weak. In addition, Food services & drinking places were flat during the...
Monthly Market Update- Investment Commentary
September 2021 Global stocks grinded 2.5% higher in August. Larger-cap U.S. stocks gained 3.0%— their seventh straight positive month. International developed-market equities and emerging-market equities were up similar amounts in August (1.8% and 2.6%, respectively)....