What Are Grantor Retained Annuity Trusts (GRATs)?
This blog will talk about what GRATs are and who they might be suitable for, as well as their pros and cons.
Are You Prepared For An Estate Tax Sunset?
Your clients, especially those who are considered HNW, will need to examine their estate strategy in the coming months as the estate tax is set to return to pre-2018 levels.
May Is Military Appreciation Month: 5 Financial Tips For Every Military Family
Happy Military Appreciation Month! To celebrate, we're sharing our top 5 simple financial tips for military members and their families.
A Brief History of Estate Taxes
A look at the history of estate taxes, how they have changed over time, and will continue to change in the future.
How to Assess the Top Five Risks in Retirement
Retirees face five key risks when planning their lifestyle after their working years, and more surprisingly, they often underestimate them.
What’s Your True Net Worth?
When It Comes to Markets, Better to Plan Than Predict
Two Steps Forward, One Step Back for Investors
Even amid the market’s sharp ups and downs, the last three years of equity returns have been “normal” when considering the long arc of history.
Economic Views: Inflation May Have Peaked as New Year Begins
As the new year begins, markets have grown somewhat more optimistic that the Federal Reserve will successfully bring inflation down without causing a deep recession. However, risks remain, which could lead to sustained higher interest rates and more headwinds to stock and bond returns.