Individuals and Families Understanding Your Medicare OptionsSoon-to-be retirees about to turn 65 have an important choice to make regarding their health insurance. Specifically, do you go with traditional, public-sector Medicare, or…
Economic and Market Outlooks What’s on Our Minds This Week Despite investor hopes that Trump and the Fed would be able to stabilize choppy markets in 2025, rising inflation and policy shifts may limit their ability to cushion downturns, potentially leading investors to show greater interest in broadly diversified portfolios.
Estate Planning Estate Planning Documents Everyone Should Have The basic message is that most people think estate planning is important but are often confused about how to get it done. So, what are the basic estate planning documents every adult should have?
Financial Planning Sudden Wealth Planning Partner Matt Olver shares practical tips for people who experience a sudden financial windfall.
Corporations When It Comes to LLCs, Pay Attention to Liability Direction When properly structured, the use of SMLLCs in conjunction with an MMLLC provides important upward and downward liability protection benefits while reducing the number of tax returns that need to be prepared.
Employee Stock Purchase Plans Should You Consider Exercising ISOs Now? While tech stocks have had a challenging start to 2022, this environment could present an opportunity for you to take advantage of their incentive equity.
Estate Planning Trustees: Risk Mitigation and Best Practices (Part 1) Whether you are acting as an individual trustee or a trustee under a private trust company, understanding the risks and responsibilities is critical to serving as a trustee.
Corporations Is Your Business Sellable? Many owners run their businesses without an exit plan in mind. Then when the time comes to sell, they find out that the way they’ve been running their company isn’t attractive to prospective buyers or that they will only buy the business at a meaningful discount.
Estate Expanding Your Estate Planning Toolbox With SLATs Some married couples are concerned about gifting strategies that involve the loss of control of assets during their lifetime.
Cross-Border Planning Why Major U.S. Brokerage Firms Are Closing Accounts Owned by Foreign Residents Many expats and multi-national residents are working with investment firms that are increasingly abandoning this service. We explore why firms are discarding these complex clients, and what people should do next.
Individuals and Families How Do Tariffs Impact the Economy? Could tariffs trigger a global trade war or tilt us into a recession? In this Insight, we explore the investment implications of recent tariffs and…
Economic and Market Outlooks On Recent Market Volatility: Recession, Tariffs, and DOGE: Where Is the U.S. Headed?You're not alone if you’re concerned about the economy and your finances. News site headlines and chyrons scrolling across cable TV channels probably aren’t helping,…
Financial Planning 3 Steps to Take You from “High Income” to “High Net Worth”Earning a high salary is only the first step toward lasting financial success. This article provides three essential strategies—financial organization, smart investing, and tax optimization—to…
