The ongoing developments in the Middle East have many wondering how such events might affect their investments. In our latest video, Chris O'Shea, our Chief Investment Officer, and Wealth Advisor Alec Sunners discuss what is happening in the markets and what it means for your financial strategy.
Most people with a concentrated stock position know they should diversify. What they do not know is how to do it without handing a large chunk to the IRS. In this article, Chuck Bender walks through how a net unrealized appreciation strategy (NUA) combined with a donor-advised fund helped one client retire comfortably without an unnecessary tax hit. If you are sitting on a large position in a single stock, this is worth a read.
Ladies, maximize your benefits with these 3 smart Social Security timing tips—plan now, retire stronger!
When your financial advisor and CPA don't coordinate year-round, important opportunities may get missed and mistakes can get made: Withdrawing from the wrong accounts Missing Roth conversion windows Not coordinating capital gains In this quick video, we go over the…
In this month's Financial Pulse, Drew and Mike discuss: Why tech stocks and AI are top of mind right now. Why international and small-cap investments still matter. What is really going on behind the headlines. How to organize old accounts,…
In this month's Financial Pulse, Drew and Mike discuss: Why international markets have been leading recently and what a softer U.S. dollar can mean for both competitiveness and import costs. A quick reality check on the dollar’s move in context…