(Bloomberg - 5.8.2025) Worried that Trump’s policies might make stuff more expensive? Here’s what to purchase right now, what to skip and what’s a maybe.
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(Financial Planning - 5.2.2025) A recent study by Austin, Texas-based lead generation service Wealthtender confirmed what many advisors probably already instinctively understand: clients value the personal relationships with their advisors much more than any investment advice.
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(Investopedia - 4.25.2025) It is a talk that often gets put off or avoided, and for too long. Talking to your heirs about their future wealth may not be an easy or quick conversation, but there are ways to do it without creating misunderstandings or conflicts.
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(Investopedia - 4.24.2025) The average inheritance is higher than you might think because of the large amounts passed on by families. So, what should you do with an inheritance? And, what do you need to know about the related taxes?
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(The Daily Upside - 3.9.2025) As Americans’ wealth and demand for professional advice grows, the clock is ticking for firms to find new recruits.
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(Financial Planning - 2.25.2025) When it comes to guiding clients with their charitable giving, advisors have several options. Among the most popular are donor-advised funds (DAFs) and private foundations.
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(Investopedia - 3.31.2025) You've started a new job and your company offers a 401(k) plan, an employer-sponsored retirement savings plan. This is a great opportunity to save for retirement. Here are the steps you need to take to get your 401(k) off the ground.
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(Nerdwallet - 3.28.2025) A windfall from a family member opens up many options, but sometimes simply saving is the best strategy.
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(Financial Planning - 1.2.2025) Nearly one year ago, the SEC approved the first spot bitcoin exchange-traded funds.
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(InterviewFocus - 11.13.2024) Entering the IT and Technology industry can feel like navigating uncharted waters, but essential insights from leading experts can light the way.
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(High Net Worth Magazine - October 2024) In a world where financial security post-retirement is on everyone’s mind, expert insights offer invaluable guidance. A founder and financial adviser dive into their tried-and-true methods to ensure your hard-earned money goes further.
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(Financial Planning - 10.16.2024) Concentrated stock holdings carry higher risks of volatility and, in many cases, steep taxes. However, with employee stock purchase plans (ESPPs) being offered, they are a very real part of many clients' portfolios.
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(Financial Planning - 10.18.2024) We're approaching the one-year mark since the SEC approved the first spot bitcoin exchange-traded funds back in January.
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(Financial Planning) At the end of a long, successful career, the thought of retirement can be quite anxiety-inducing for some clients.
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(NextAvenue) Throttle back spending, use side gigs to generate cash and buy good but affordable health insurance until you nail that new job
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(Experian) To pay off debt, financial planners recommend prioritizing your debts based on balance or interest rate, tracking your spending, cutting back and considering strategies such as consolidation.
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(The Balance) Mortgage rates tend to fall during a recession. This doesn’t directly impact existing homeowners with fixed-rate mortgages. However, it’s good news for those with adjustable-rate mortgages or prospective homeowners looking to buy.
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(FinancialPlanning) Many American couples decide to combine their finances. A study by the financial services firm Bankrate found that 77% of married couples have at least some joint financial accounts, and 43% only have joint accounts, keeping nothing separate.
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(WealthManagement.com) Not every advisor sees a role for alternative investments like private placements or nontraded REITs. For those who do, making the allocations in reaction to declines in traditional portfolios is a mistake.
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(The Penny Hoarder) Ryan spoke with Rachel Christian on the importance of keeping bitcoin in self custody and why most of “crypto” will fail over the long-term.
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