Tag: Investments

Investment Challenges of the Affluent Investor

Aug 22, 2022

Jigsaw Puzzle Unfinished
Affluent investors face unique challenges when putting together an investment strategy.

High net worth investors face investment challenges that some would consider unique to their financial status. The fundamental tenets of investing apply just as equally to them as any other investor, but these investors need to be mindful of issues that typically arise only from substantial wealth.

Let’s examine a few of these.

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Midyear Outlook 2022: Navigating Turbulence

Jul 18, 2022

Market Update
Market Update

Markets rarely give us clear skies, and there are always threats to watch for on the horizon. But the right preparation, context, and support can help us navigate what lies ahead. So far, this year hasn’t seen a full-blown crisis like 2008-2009 or 2020, but the ride has been very bumpy. We may not be flying into a storm, but there’s been plenty of turbulence. How businesses, households, and central banks steer through the rough air will set the tone for markets over the second half of 2022. (more…)

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Will You Avoid These Estate Planning Mistakes?

May 27, 2022

Old man hands signing estate planning documents
Too many wealthy households commit these common blunders.

Many people plan their estates diligently, with input from legal, tax, and financial professionals. Others plan earnestly but make mistakes that can potentially affect both the transfer and destiny of family wealth. Here are some common and not-so-common errors to avoid during estate planning. (more…)

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The Many Flavors of Fixed Income

Apr 27, 2022

Looking for yield? Treasuries aren’t your only flavor

Treasury bonds aren’t your only flavor in the world of fixed-income investing. Far from it. There are various other vehicles you may want to consider as part of a fixed-income strategy, and some of them offer potentially higher yields than Treasuries. It comes down to how much risk you want to shoulder as a fixed-income investor. (more…)

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Keep Calm, Stay On Plan

Mar 21, 2022

Numbers
Expect volatility, but avoid letting the headlines alter your plans.

Recent headlines have added volatility to the markets. There will always be new headlines, and any of them could mean turbulence for Wall Street.

As an investor and retirement saver, how much will this turmoil matter to you in the long run? Not as much as you may expect. There are many reasons to remain on plan rather than attempting to intuit or guess when and where big shifts in fortune may arrive. (more…)

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Annual Financial To-Do List

Dec 22, 2021

Planner
Things you can do for your future as the year unfolds.

What financial, business, or life priorities do you need to address for the coming year? Now is a good time to think about the investing, saving, or budgeting methods you could employ toward specific objectives, from building your retirement fund to managing your taxes. You have plenty of choices. Here are a few ideas to consider: (more…)

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Unrealized Capital Gains and Losses

Nov 8, 2021

Trending Graphs
What they are; why they matter.

For many investors, it can be tempting to think of one’s portfolio in terms of “capital gains” or “capital losses.” True, this is a central concept to understanding market behavior, but to truly maximize your investing knowledge, you also need to know about “unrealized gains,” “unrealized losses,” and how they can work to your advantage. As always, the following information is not intended as tax or legal advice. Any financial decision should be undertaken in consultation with your financial advisor and is not intended as tax or legal advice. Ready to learn more? Read on. (more…)

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Estate Taxes May Be Amended Soon

Oct 29, 2021

Coin Stack Tax
What to know about the budget reconciliation bill

To help raise revenue to pay for President Biden’s Build Back Better Plan, Congress is considering a number of tax law changes, including adjusting estate taxes. (more…)

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Direct Indexing

Aug 11, 2021

Direct Indexing
An old way to manage a portfolio is getting some new attention

“Indexing” is a familiar phrase in investment jargon, and a familiar concept. Money managers structure certain investment vehicles to contain all of the stocks within a particular Wall Street index, such as the Standard & Poor’s 500 stock index. This equity exposure may fit the investment strategy for some investors depending on their risk tolerance, time horizon and goals.  (more…)

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The Whims of Wall Street

Apr 19, 2021

Wall Street Sign American Flag
What to know about shifting market attention, and investor burnout

It can be exhausting trying to keep up with the whims of Wall Street. Lately, the financial markets have been fixated on federal taxes and what may be proposed on Capitol Hill in the weeks and months ahead. Wall Street’s focus on taxes closely follows its attention on the 10-year Treasury yield. And it wasn’t that long ago that the financial markets were influenced by reopening and vaccine distribution statistics. (more…)

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More Insights

Dec 7, 2022

Through all the challenges, newfound opportunities, and every high and low we’ve experienced during the last couple of years, it’s no surprise why we might be striving for more balance. Whether it’s about the markets and global economy or what’s happening in our local communities, the news we’re hearing on a daily basis has the … Continue reading “Market Update: Outlook 2023”

Dec 5, 2022

The Internal Revenue Service has released new limits for the coming year. After months of high inflation and financial uncertainty, some of these cost-of-living-based adjustments have reached near-record levels.

Dec 2, 2022

Unless you live on another planet, you are fully aware of this thing called inflation — whether you’re at the grocery store, a gas station, buying clothes online, hiring a contractor or doing almost any other thing that requires spending money for something. Earlier this year, the Federal Reserve started raising interest rates to rein … Continue reading “Taking a Hike”

Nov 30, 2022

Identity theft is a growing concern, impacting 14.4 million U.S. Consumers in 2019. Armed with your Social Security number, a criminal can use that information to commit tax- and other financial-related crimes in your name.

Nov 28, 2022

Try these morning rituals to get your day off to the right start. What’s your current morning routine? Maybe it goes something like this: sigh as the alarm goes off, begrudgingly pull yourself out of bed,

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