Charitable Giving Strategy: Issues to Consider
Now is the ideal time to put a charitable giving strategy in place to help you make the most of your donations. Here are a few ideas to consider.
Estate Planning Documents: Issues to Consider
Your estate documents can become outdated, especially after certain life changes. Use our checklist to help you stay current on wills, trusts and your power of attorney.
How to Maximize Your Social Security Benefits
When it comes time to begin collecting Social Security, you want to maximize your benefits. But to do so, there are decisions to make and several moving parts to consider, such as: when to begin collecting, tax implications, spousal benefits, and how social security benefits relate to eligibility for Medicare and disability benefits.
Issues To Consider After a Sudden Wealth Event
A sudden and substantial increase in wealth necessitates careful preparation, particularly when it occurs unexpectedly. Use this checklist to help navigate the process.
Cash Management Alternatives to Business Bank Accounts: How to Maximize Yield & Minimize Risk in Today’s Climate
Businesses are naturally concerned about the safety and security of their own company deposits. But letting cash reserves sit in a savings account isn’t necessarily the best answer. To optimize your cash reserves, being aware of all available options is critical.
Estate Planning Webinar – The Family Love Letter
Estate planning is not only an integral part of our financial lives, it includes the legacy we wish to leave behind. Family business owners are uniquely positioned to pass down business, financial, and personal success through multiple generations, but many have little to no succession strategy in place.
Why a Stock Peak Isn’t a Cliff
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.
Is 2021 the Year to Gift?
It should come as little surprise that Congress seeks ways to generate revenue given current spending levels. So what has been proposed and how might it affect high net worth estate and gift planning?
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?
Exploring FANMAG Stock Performance
Our researchers at DFA take a deep dive into FANMAG stock performance history and why we continue to believe that fad-based investing is no substitute for a broadly diversified portfolio.