What's In Your Estate Plan?
This article will help your clients understand the basics of an estate strategy and what needs to be included.
This article will help your clients understand the basics of an estate strategy and what needs to be included.
Many people dream of coming into an inheritance, but not all that glitters is gold. This article will help you understand the complexities of inheriting wealth—and why you need a strategy.
Brush up on your investment terms and what this means for our economy, your investments and the possibility of a recession.
Whether your child was just born or is heading toward high school graduation, a 529 savings plan may help you put aside funds to pay for college expenses without paying taxes (federal and some states) on any dividends and gains.1 However, 529 plans have some specific rules, regulations, and restrictions that parents must know before college begins. Here are the answers to some of the most commonly-asked questions about 529 college savings plans.
After a rough start to 2022, the last few days in the equity markets could have scared and confused even the most seasoned of investors and advisors. An example of this is when equity markets pulled back sharply on Thursday, May 5th, completely erasing a rally from the prior session on May 4th. This stunning reversal delivered investors one of the worst days since 2020.
Economists and pundits predicted that the baby boomer generation's retirement would be dramatic, and the COVID pandemic sped things along. According to the St. Louis Fed, the number of retirees in the U.S. increased by 7% between January 2020 and May 2021.1
