Everybody wants to teach their kids the most important and valuable things in life. Money management is an essential life skill that is important at all ages. Whether you are a child or well into your retirement, there are...
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All Thoughts
The turning of the calendar from April to May marks approximately 480 calendar days from the S&P 500’s previous high[i]. During this time, stocks have lived in bear market territory for more than half of those days[ii]. To...
From time to time, we get calls from clients asking about trusts and if they should be incorporated into a financial plan. While these vehicles can be a sophisticated tool for transferring assets, they can come with high costs...
While younger generations have been caring for their elders since the beginning of time, today’s concept of Elder Care is much different. Without going into an extensive analysis, we can recognize that advances in technology...
Before there was an internet, 24/7 financial news coverage, or personal computers that allowed you to day trade like a big shot, there was Wall Street Week with Louis Rukeyser. It was must-see TV. Wall Street Week with Louis...
Whether you’re dreaming of your first home, a beachside vacation property, or looking forward to downsizing an empty nest, the idea of owning a property is exciting! And it’s the smart thing to do. Right? The answer is maybe. ...
Let’s talk about money—it’s not just valuable, but it has a place for everyone in their daily lives. And on top of that—NOT having money discussions can be detrimental to your wealth. Money has historically been an off-limit...
Investing is not the same as gambling. In response to recent questions of “when will our portfolios recover?”, we most often say, or convey, that we are confident it will happen, we just don’t know when. From whence does this...
In 2019, Congress passed the SECURE – “Setting Every Community Up for Retirement” – Act, which most notably moved the Required Minimum Distribution (RMD) age from 70 ½ to 72 and eliminated what was known as the “stretch IRA”...