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Marriage Equality And The Tax Considerations

Marriage Equality and the Tax Considerations

Anyone who watches ABC’s Modern Family knows the delightful chaos that permeates the home of Mitchell and Cameron, married fathers whose personalities couldn’t be more different. The couple, who got married during the series’ fifth season, often depicts the hilarity…

Long-Term Investing – How To Define It?

Long-Term Investing – How to Define It?

There are many ways investors interpret the idea of long term. This is particularly relevant when the investor is about to retire and thinks, “I don’t have long term.” Some will define long-term investing with a number, while others define…

Bonds And The Power Of A Diversified Portfolio

Bonds and the Power of a Diversified Portfolio

Bonds play an important role in a portfolio for many investors. A basket of high-quality bonds will provide a steady return stream, and when added to a portfolio of stocks, they provide some stability if stock markets are declining. Though…

Yield Curve As Predictor Of Recession

Yield Curve as Predictor of Recession

The past months have whipsawed investors.  2018 closed with most asset classes down after a turbulent December.  2019 opened with sharp gains in most asset classes, reversing prior declines.  These jarring moves have investors searching for an explanation, and one…

Individual Or Corporate? Choosing A Trustee

Individual or Corporate? Choosing a Trustee

The estate planning process can be very emotional and is filled with lots of what-ifs and worst-case scenarios.  One of the more important decisions in the process, and one that often does not get enough attention, is selecting a Trustee…

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