PBMares Wealth Management Named Top 150 AUM Firm by Accounting Today

PBMares Wealth Management, LLC was recently ranked as a Top 150 CPA Firm by AUM (assets under management) by Accounting Today magazine, the premier publication [...]

2021-08-09T11:37:36-04:00August 5, 2021|Categories: News Releases, Wealth Management|

Family Love Letter: Bridging the Gap Between Generations

While dealing with the emotional loss of a loved one, you also face the burden of managing the intricacies of the deceased’s affairs. Learn how the Family Love Letter can help.

2021-07-08T10:00:08-04:00July 6, 2021|Categories: Wealth Management|Tags: , , |

Understanding the Role of Cognitive Bias and Economic Bubbles

Lately, there have been several stories regarding the possibility that the U.S. economy is in a stock market bubble. It seems whenever there are extended time periods with high growth, the word bubble appears and investors start to become uneasy. So, what are bubbles and should we be concerned with them?

2021-06-27T14:55:18-04:00May 13, 2021|Categories: Wealth Management|Tags: , , |

Managing Those Physical Stocks in Your Safety Deposit Box

Taking steps now to transfer your physical stock to electronic will take a considerable burden off of your executor. Plus, if you are able to transfer your physical stock while you are alive, you may also be able to retitle said stock and avoid probate.

2021-06-27T14:44:26-04:00March 3, 2021|Categories: Wealth Management|Tags: |

Navigating “Per Stirpes” Election for Beneficiary Designations

What happens if any of your primary or contingent beneficiaries pass away before you? If your intent is to leave behind a legacy for that particular beneficiary’s heirs, adding the Per Stirpes designation may be advantageous.

2021-01-29T14:44:48-05:00January 29, 2021|Categories: Estate and Trust, Wealth Management|Tags: |

SECURE Act: Potential Implications to Naming Your Trust as Retirement Beneficiary

Since the SECURE Act passed in December of 2019, several clients have reached out regarding the so-called “10 Year Rule” which stipulates all retirement assets must be distributed to certain beneficiaries within 10 years of the client’s passing.

2021-01-29T14:33:16-05:00October 22, 2020|Categories: Wealth Management|Tags: , |
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