If you are active in charitable giving, you may want to consider a donor-advised fund (DAF) to support the organizations you are passionate about. A DAF—typically sponsored and managed by a community foundation or commercial investment company—offers many of...
Evidence-based investors build and manage their portfolio based on what is expected to enhance future returns and/or dampen related risk exposures, using the most robust evidence available to make these calls. This also means sticking with your long-view, evidence-based...
At the most recent Federal Open Market Committee (FOMC) meeting, the U.S. Federal Reserve raised its federal target funds for the first time since December 2018. The Fed has increased the target funds rate by 0.25%, bringing current rates...
We believe the best reason to invest is to create or preserve enough wealth to fund your future goals, even as inflation nibbles away at our money’s spending power over time. An additional, immediate reward comes from the tranquility...
Have you been reading the daily headlines, watching markets stall, recover, and dip once again? If so, you may be wondering whether there’s anything you can do to avoid the motion sickness. If you already have a well-structured, globally...
As if we didn’t already have enough investment strategies to choose from, a (sort of) new one has been receiving extra attention lately: direct indexing. If you’ve read about it, you may be wondering what it is, how it...
Happy New Year! Now that 2021 is a wrap, one of the best presents you can bestow on yourself and your loved ones is the gift of proper preparation for the rest of the year. Want to get a...
In our last two pieces, we covered some tools of the tax-planning trade, as well as how to deploy them for tax-efficient investing. But tax planning is not just for your investments. Life happens, often unpredictably. We are here...
Last week, we introduced a few tools of the tax-planning trade. These include tax-sheltered accounts for saving toward retirement, healthcare, and education, as well as tax-efficient tools for charitable giving and estate planning. It is one thing to have...
Whether you are saving, investing, spending, bequeathing, or receiving wealth, tax implications will likely follow. As such, proposals for higher taxes with little certainty on what may come of them can be nerve-wracking. While the landscape is ever-changing, there...
We have now reviewed the importance of planning during your life and estate planning before it is too late. If you’ve been putting off your estate planning, taking the initial steps can be daunting—but it’s also liberating. Here is a plan to...
In building your financial legacy, you have created an estate you will one day leave behind – An estate someone will ultimately need to settle. While there is no escaping death or taxes, you can plan for both. Last...
