Silence and privacy are the most undervalued assets in a client’s portfolio. We say this to acknowledge an often overlooked facet of investment management and financial planning: client confidentiality. This is something that many financial advisors and even their clients don’t pay enough attention to until it is too late. Is your advisor doing what your advisor should be doing to protect your confidentiality?
Read MoreThe 10 year anniversary of a record S&P 500 high point is upon us, with several other crisis period anniversaries like the Lehman bankruptcy coming in succeeding months.
Reflecting on your experience back then and looking at the recoveries of other financial crises can help prepare you for the next one.
The recent tax proposal would significantly change income taxes, but there are many important provisions that have not been specified.
Giving evokes gratitude, improves our health and makes us happier.
Giving increases social connection, cooperation and can be contagious.
Personal Charitable Gift Funds make giving appreciated investments simple and easy.
Giving to charity from your IRA has significant tax benefits.
