What Advisors Need to Know About Estate Planning
Adding “alpha” to client relationships may be easier through effective estate and tax planning than with investment manager selection or portfolio construction. Potential changes to the tax code illustrate many of those planning opportunities.
The Times Are a Changing
Some changes unfold over time and it’s possible to see them coming. There are demographic changes coming in the next decade that will change the direction of the U.S., since the Silent generation and the Baby Boomers hold a different view of government than Gen Z’s and Millennials.
Monthly Global Economic Report
Some changes unfold over time and it’s possible to see them coming. There are demographic changes coming in the next decade that will change the direction of the U.S. since the Silent Generation and the Baby Boomers hold a different view of government than Gen Z’s and Millennials.
Planning Considerations for Parents with Developmentally Challenged Adult Children
Planning for the care of a developmentally challenged child is, at best, intimidating and, at worst, an enormous emotional and financial drain on parents as they age. But the consequences of not planning are immense, as the story of Steven, a 63-year old single man, illustrates.
Investors Need Some Accurate Evidence!
We have a light economic calendar with important data on home sales, jobless claims, and durable goods orders. None of these is likely to stimulate higher heartbeats. I expect politics and the election to get plenty of attention in the financial media, especially with an open Supreme Court seat as a new issue.
Small Ways Muni Investors Can Make a Big Difference
Investors increasingly want to align their financial goals with a commitment to improving the lives of others. Two recent projects showcase how municipal bond investors are making an impact.