Giving Strategies for the Charitably-Minded Investor
Investors who also wish to be donors likely have more options for making tax-efficient donations to charity than they realize. This Navigator provides an overview of what assets to give and the existing alternatives for how to give them. Giving Strategies for the...
Keeping Up with the Joneses
The phrase “keeping up with the Joneses” is frequently used to describe the phenomenon of conspicuous consumption by those who are concerned about their relative social standing and prestige. This psychological phenomenon can cause people to excessively expand their...
A Guide to Virtual Financial Advising and Robo-Advisors
What You Need to Know About Virtual Financial Advising and Robo-Advisors The COVID-19 pandemic led wealth management advisors to get creative. Lockdowns and stay-at-home orders forced many to look at ways to continue engaging and counseling their clients without being...
The SECURE Act Part 2: Inherited IRAs
If you are the owner or the recent inheritor of a large IRA, the SECURE Act is likely to have a material impact on you and/or your heirs. The SECURE Act made significant changes to the way heirs are required to withdraw funds from these accounts, which will likely...
