Expand your financial knowledge with insightful blog posts highlighting market changes and financial strategies.
A familiar theme continued during the second quarter of 2024: US stocks led all other major asset classes, with most of this performance attributable to just a handful of technology companies. Last quarter’s commentary discussed
As the U.S. election season approaches, investors might easily become overwhelmed by the market predictions and speculations swirling around them. Predicting an election outcome is difficult enough – add in the question of “impact” on
The world of employee benefits and compensation is constantly expanding, making it ever more important that you fully understand what your employer is truly offering you. One VERY attractive way to compensate employees is in
I have a pet peeve with financial media and news reports on the stock market in general. Well, I actually have a lot of pet peeves about the financial media, but this commentary will discuss
These days, technology seems to be evolving faster all the time. While technology can bring ease and efficiency (and do lots of cool things – just see TIME’s list of Best Inventions of 2023 for
Do I need a Life Insurance Trust? For higher-net worth individuals and families, life insurance and estate planning are important to consider together. To explain why, let’s revisit another personal finance topic: taxes! Life insurance
As the saying goes, nothing in this life is certain besides death and taxes. My version would be edited to include AND tax law updates! This year is no exception. Many of 2024’s changes were
Summary As great of a year 2023 was for investors, it’s even more notable how much better than expected the year turned out. We dig a little deeper into how the past few years have
What is a trust? A trust is a legal instrument to hold and control assets. Anyone with assets – not just the wealthy – should consider creating a trust to use during life, known as
For many, employee benefit elections for 2024 are just around the corner, and it’s important to know what you’re getting into before making any decisions. There will also be higher 2024 maximum contribution limits for workplace
Health Savings Accounts, otherwise known as HSAs or (HS “yay”s if you are a tax nerd like me) are one of the most underutilized account types that I have seen in practice. While these accounts
When was the last time you reviewed your auto, home, and umbrella insurance policies? If you haven’t done so recently, it might be prudent to revisit your coverages. For example: when it comes to homeowner’s
