Wealth
Unveiling Factors That Affect The Operational Costs Of Family Offices
Family Offices play a crucial role in managing the wealth of ultra-high-net-worth families and have grown in popularity in recent years. Many families looking to…
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Maximizing Your 2023 Year-End Tax Planning Benefits
As the year-end approaches, it offers a strategic opportunity for individuals to review their wealth and estate planning strategies. This…
Old American Brand Names Rally: Abercrombie, Hilton, Motorola, Sunoco
While some of the best-known Nasdaq-100 tech and social media stocks struggle to make higher highs — Apple AAPL ,…
When A Shopping Addiction Impacts Your Savings
Spending can be addictive – it can start off as harmless but quickly build before you even realize it. The…
Dow Industrials: 3 Months Of Down With Major Stocks Breaking Support
October is joining September and August for months this year that the Dow Jones Industrial Average made the journey from…
Mastering Debt Management in Estate Planning
Amidst the financial strain since the Covid-19 pandemic, families and businesses are grappling with mounting levels of debt. When considering…
Transportation Stocks Get Hit: Ford, GM, Southwest Airlines
Oil prices and interest rates: concerns about these 2 key factors are leading investors to dump shares in the transportation…
The Corporate Transparency Act and Trusts: New Fiduciary Reporting Requirements
Starting January 1, 2024, the Corporate Transparency Act mandates that personal information must be submitted to the Treasury Department regarding…
Russell 2000 Small Caps Trading Below Book And Paying Dividends
For the value investor, here are a few small caps of the Russell 2000 index, now trading below book value…
Bond Investors: Here’s Why The Recent Rise In Rates Is Actually Good News
Being a bond investor over the past two years has been brutal as the bond market, measured by the Bloomberg…
Stocks Fall Despite Better Earnings And GDP Growth
The reporting period continues in overdrive with the busiest week of earnings. 164 S&P 500 companies are scheduled to report…
The IRS Takes Action to Help Those Scammed by the Employee Retention Credit Promoters
Many tax professionals are familiar with cases where clients were aggressively encouraged to apply for the Employee Retention Credit (ERC),…
10-Year Break-Out Or Fake-Out?
It’s rare for the bond market to dominate headlines versus stocks, but that is the case lately as the 10-Year…
NASDAQ 100 Index Losses Versus Andreesen’s Techno Optimism
The Nasdaq-100 is heading down lately after a decent 2023 rally that seemed to fade as the summer turned into…
Exploring The Relationship Between Joy And Finances: Dopamine
There’s a strong correlation between money and happiness. Unfortunately, it is a reality that has an impact on our overall…
No Tax Benefit To Gifting Capital Losses
When you gift an investment to someone, no gains are realized and your original cost basis is also given to…
Would You Like To Own The Internet? Well, Sort Of
Digital infrastructure is all around us, but most people don’t realize it. It is a high growth industry and is…
More Than 30 REITs On Today’s New Lows List
REITs, once the popular choice of many, are among the worst looking investments lately for those who go by price.…
Earnings Soften And Yields Bite Stocks
The reporting period kicks into overdrive this week with the busiest week of the earnings season. 162 S&P 500 companies…