Category: Investment Planning
Posted on May 1, 2024
Donor-Advised Funds: A Popular Tax-Advantaged Way to Give to Charity
A donor-advised fund may sound like something that’s only for the ultra-wealthy, but it’s actually accessible to anyone who makes charitable contributions. The donor-advised fund is one of the most tax-efficient ways to donate money to charity, which… Read More
Posted on March 19, 2024
The way Americans Buy and Sell Homes is about to get Turned on its Head
An earth-shattering, multibillion-dollar antitrust ruling against the National Association of Realtors late last year led to a settlement on Friday that will loosen the powerful trade group’s stranglehold on America’s housing market. The $418 million settlement with a group… Read More
Posted on March 15, 2024
3 Mistakes Investors Make During Election Years
Investing during an election year can be tough on the nerves, and 2024 promises to be no different. Politics can bring out strong emotions and biases, but investors would be wise to put these aside when making investment… Read More
Posted on March 15, 2024
Effective Tax-Saving Strategies for Investors
We’re all investing to meet specific goals. What we want to achieve varies from one investor to another, but we can likely all agree we want more of our returns going toward our goals—and less to the IRS. Here are 6… Read More
Posted on March 15, 2024
Home Renovation Facts and Statistics (2024)
Homeowners have developed a renewed interest in home renovation projects over the past three years. According to the Joint Center for Housing Centers of Harvard University (JCHS), home improvement project spending increased from $328 billion in 2019 to $472 billion in 2022,… Read More
Posted on February 16, 2024
Top Geopolitical Trends in 2024
Despite reasonably favorable earnings and falling inflation, markets are likely to face headwinds in 2024, from geopolitical tensions around the world. Over 50% of the world’s population will go to the polls this year. Fortunately, market volatility resulting… Read More
Posted on February 16, 2024
2024 Planning and Wealth Management Outlook
Investors likely face turning points in interest rates and the economy in 2024. Manage stress and uncertainty by broadening the lens to focus on personal goals and wealth plans. In 2024, investors will likely face a turning point… Read More
Posted on February 16, 2024
What’s Right with the World
A daily diet of negative news can lead even the most experienced investors to lose conviction in their long-term investment plans. Bad news often overshadows more favorable events. Even after the U.S. avoided a recession and the inflation… Read More
Posted on November 21, 2023
7 Financial Moves to Make in Your 50s
Retirement is closer than you think; the time to start planning is now Life in your 50s probably means a hectic work and family life, with multiple responsibilities. Retirement — perhaps 10 to 15 years down the road… Read More
Posted on November 21, 2023
Millennials and Money: How the Next Generation looks at Wealth
From near-term goals to technology influences, here are some areas for Millennials to look at when planning for their future. In an age of high-speed technology and instant Google answers, Millennials expect even their investment information to be… Read More
