Blog
What Does an Inverted Yield Curve Mean to Investors?
Due to the duration risk of holding assets over time, a normal yield curve shows that bonds with a longer maturity have a higher yield and pay more interest than short-term bonds. Investors usually demand higher rates of return if their money is invested for a more...
The Human Side of Wealth Management
The financial services industry has classified “advice” as financial planning, not investment advice (the selection of investments), which is just one part of wealth management. If Robo-advisors have done nothing else, they have revealed that much of the investment...
529 Savings Plans: For Education Expenses and Estate Planning?
A 529 plan is a state-sponsored tax-advantaged plan designed for saving for future education expenses that are authorized by Section 529 of the Internal Revenue Code. If used for education, the assets grow tax-free. Since 529 plans came into existence in 1996, they...
Wealth Preservation: Portfolios Including Alternative Types of Investments
After the financial crisis, many Americans re-examined how and why they were investing. It was clear to many investors that having all of their wealth tied to the stock market proved to be more destructive than having alternative investments not correlated to stock...
Media Hype Exposure: Limit During a Recessionary Period
In light of recent media reports on stock market performance, political issues, scandals, and other ‘news-worthy stories,’ keeping yourself removed from media as much as possible may be right for you and your investments. Every day the American public is exposed to...
Considering Buying a U.S. or Foreign Vacation Property? Be Tax Aware
With real estate prices recovering to where they were pre-2008 in most of the U.S; many people are buying U.S. vacation homes, and homes abroad for various reasons. The appeal of international vacation homes are at an all-time high as property overseas continues to...