News & Insights

It can be nerve-racking investing at all-time highs in the stock market. Should it be? The data says no.

I personally don’t believe in New Year resolutions – I think you can start doing something new, different, or better at any time that is right for you! Having said that, the beginning of the year is a great time to get a jump on managing your taxes.

When a client is moving for one reason or another, a common question we get is whether they should rent or buy their next place.

The United States spends twice as much per person on health compared to other developed nations. 1

Managing your debt may seem like a daunting task but the benefits of careful planning are invaluable. Debt is a major concern for many Americans and for good reason.

A core tenant in financial planning is to focus on the controllable. For most of our clients, how much they contribute to their savings while working, and how much they plan to spend in retirement, have the greatest impact on the success of the plan.

As the leaves begin to change and our thoughts shift towards the year-end holidays, it is also time to start thinking about upcoming changes in 2024. Retirement plan contributions: 50+ catch-up retirement contributions

Nowadays, the 529 plan is ubiquitous among those families with children planning on or going to college. The advantages are obvious – tax-deferred growth of savings, potential tax-free distributions, and often a state tax deduction for the investor.

For about a dozen years I've had what I call my "China Speech" which addresses the huge demographic changes in store for China and the rest of the world. Here is the Executive Summary: In my humble opinion, there is no path for China's economy to eclipse that of the western world - none. Why? Let me count the ways...an autocratic inefficient government, negligible property rights, no rule of law, foreign investment dropping off a cliff, and mountains of bad debt to name a few.

In today's dynamic financial landscape, individuals seek innovative and effective ways to protect their assets while maximizing financial benefits for themselves and their family. One such strategy that has gained popularity in recent years is the Spousal Lifetime Access Trust (SLAT). SLATs provide a unique opportunity for married couples to protect their wealth, reduce estate taxes, and maintain control over their assets, all while ensuring financial security for their spouses.