What about Probate and Trusts?
While trusts have primarily been thought of for minimizing estate taxes (which applies to fewer people today), they can offer other benefits as part of a well-crafted estate plan....Read More >
The Usual Game of Chicken
Democrats and Republicans look to force the other into a last minute agreement when approving the debt ceiling. The nature of the game is reaching a compromise before any actual default occurs....Read More >
Tax Planning: The Importance of Sharing Your Filed Tax Return with Your Financial Advisor
Do you share your tax return with your financial advisor? While often overlooked, this simple action can help your advisor come up with the best plan for your full financial situation. ...Read More >
It’s Now a Waiting Game
In their most recent meeting, the Fed continued their hike to a 5% interest rate. has growth slowed enough to curb inflation? The Fed must wait and see. ...Read More >
Going nowhere slow?
Interest rate hikes by the Fed have left investors waiting on a recession... but where is it? While the S&P has mostly stayed the same, certain sectors have felt the pain more than others. However, a look across all sectors might show economic resilience more than recession....Read More >
Sell in May and Go Away? History May Suggest Otherwise
Is there any truth to the old adage "Sell in May and Go Away"? CFP and Senior Wealth Advisor Richard Westhelle investigates, taking a look at past S&P data....Read More >
Equity Compensation – Incorporating Stock Compensation as Part of Your Overall Plan
Equity compensation is a popular element of many investors' portfolios. Employees of publicly traded companies will sometimes receive shares in the company as part of their benefits package. Equity comped stocks can often have unforeseen tax and portfolio implications....Read More >
Global De-Dollarization – What are the Investment Implications?
Since the end of WWII, all international energy transactions (oil and petroleum) have taken place in the U.S. dollar. Up until recently that is. Brazil, China, and Saudi Arabia have all signed contracts with oil exchanged in the other's currency. What does this mean for U.S. dollar hegemony?...Read More >
When a Woman Hits Menopause
Menopause is a health event in every woman's life, but one that isn't often addressed by financial planners. it is important to be mindful that as physical and mental health considerations change, so too may your financial needs!...Read More >