Many taxpayers may not realize that taxes are not automatically withheld from RMDs. There are tax strategies to manage estimated tax payments, but the deadline of Dec. 31 is quickly approaching.
Learn about the Family Love Letter, a planning tool for family-owned businesses that bridges understanding and informational gaps from one generation to the next.
Sometimes, a not-for-profit's investment performance isn’t what it should be. Looking at the Investment Policy Statement and identifying corrections can help to improve fund performance and help to ensure investment returns meet their objectives.
There is an abundance of financial terms that get thrown around in news, market reports, and even conversations with advisors. This article sums up 10 common investment and financial terms that every investor should know.
Investment Policy Statements dictate how a nonprofit’s investment program operates. Learning how to benchmark and measure success, and organize the investment committee helps to ensure investment committee members satisfy their fiduciary duties.
Most of us have a goal of retiring someday, so doesn't it make sense to consider strategies that minimize the taxability of your portfolio along the way? Here are a few ideas to think about when managing your portfolio in a tax-efficient manner.
Serving on a nonprofit Board of Directors is a rewarding and meaningful way to give back to the community. It’s a labor of love [Read More]
As a financial planner, people in their 20s often ask me, "what types of accounts should I be opening to save for retirement?" or, "how do I start investing?". Here are some ideas for those looking to get started.
Many investors may think a market high is a signal stocks are overvalued or have reached a ceiling. However, they may be surprised by what the data show.
Investors should take comfort knowing stock prices are not fighting the forces of gravity when they rise; record highs tell us the system is working as we would expect.