Private investments continue to play a larger role in the investment universe. In this blog, we share overviews of 2 private investment markets - private credit and private equity.

There is nothing that can prepare you for the grief of losing your spouse. There are many decisions to be made, but some can and should wait. Here are some helpful handholds to hang on to if you've recently been widowed or know someone who has.

There is a 161% gap in return expectations between individual investors and financial professionals. We examine real, historical returns to see a better investment perspective.

If used properly, Health Savings Accounts (HSAs) can provide a tax deduction on the front-end, tax-deferred growth on earnings, and tax-free withdrawals when used on qualified expenses. With a notable increase in healthcare costs over recent years, HSAs may be a great tool for you to mitigate those costs in the future. 

Are you nearing 65? It’s time to evaluate the coverage options and deadlines surrounding Medicare. We walk through some of the main considerations regarding timing, coverage, and avoiding penalties. Make sure you are informed for this next stage of life!

With big changes in the markets and tax laws, this summer is a great time to reflect on the status of your estate and portfolio.

College costs have increased about 1200% since 1980, making wise planning and saving crucial. Is a 529 Plan right for you and your college student?

The Consolidated Appropriates Act extended the opportunity to deduct 100% of your AGI into 2021. While this is appealing for the charitably inclined, it may not be the most tax-efficient strategy for you. Make sure you consider the tax opportunities against your own goals.

With fears circulating about rising inflation, we look back at historical US inflation rates, the current economic environment, and three possible causes for concern.

Here's what we know now about 2021 tax changes - how can you optimize now?

Around this time last year, COVID-19 was officially declared a global pandemic and the markets plummeted 30%. We reminded our clients and readers at that time to focus on the bigger perspective. Now, one year later, we can see the market correction in a larger context. What lessons should we learn?

Possible new estate tax changes introduced in the For the 99.5% Act by Senator Sanders make 2021 estate planning crucial. The government could become your biggest heir!

The American Rescue Plan is providing stimulus payments and other benefits to Americans. How are you and your taxes affected? Families with children and incomes in the $150,000 range should pay special attention.

Finding balance is often a difficult thing. On the surface, it sounds so simple but within many areas of life, it can be very elusive. Take some time to think about how you can take those next steps to find contentment, confidence, and financial freedom with the resources under your care.

The Biden Administration has proposed several tax law adjustments. With a Democratic sweep, we can expect many of these changes to take place. These include potential increased corporate tax rates, lowered estate tax exemptions, elimination of Step-Up in basis, capital gains tax rates, and more. Be watchful of changes and adjust your estate plan and investing goals accordingly. This could be one of the most important planning years ever!

We are all limited by our own behavior that may not be rational. When we are aware of our tendencies and we have the right checks in place, we can implement the necessary measures to avoid making costly mistakes.

For the past several years, we have looked back at the market forecasts provided by the economists of the major banks. This year, we take a look at not just the original forecasts for 2020, but also how the forecasts changed in the midst of COVID-19, and how you should respond to these “expert” predictions.

If you're planning a Roth conversion or evaluating the tax implications of Roth contributions, consider the barbell strategy for your retirement planning.

In The Psychology of Money, Housel cleverly describes what he sees as the biggest issues affecting investment success – our own psychology and human nature.

2020 will certainly be remembered for many historical events. Here are 7 lessons that investors can learn from the year 2020.