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International stocks continue to lead in 2025, due to a weaker U.S. dollar. Domestically, the Mag-7 have pulled just slightly ahead. And what will interest rate cuts mean for short-term bonds? Rate cuts may impact short and long-term bonds differently, take a look!
Are you an author, artist or owner of a business? You might have intellectual property! This article will guide you through concerns of estate planning for intellectual assets, providing insights into what you need to consider to ensure your creations are preserved and passed down as you desire.
Did you know that a special needs trust can help secure a financial future for loved ones with disabilities? This article addresses the unique advantages of a special needs trust and how it can help preserve your estate’s assets as well as your loved one’s public benefits.
Do you need an estate plan? It’s not always a popular topic, but it’s an important consideration for everyone, regardless of income or age. Learn the basics of what’s covered in estate planning and how a professional can guide you through your unique circumstances.
Are you curious about estate planning? This article delves into key points to help protect assets and ensure your wishes are honored. From wills, trusts and various powers, to designating the right beneficiaries, it offers points that could save you time in the end.
How well do U.S. stocks perform after hitting an all-time high? View recent and historical trends. We also look at the impact of higher volatility on economic growth. Finally, a review of active management and how stocks and bonds performed in their respective indices.
Have you heard of tax-loss harvesting? It happens when investors take advantage of losses by reporting them on their income tax. This can help offset gains from other investments. Depending on the situation, the loss may be able to be applied to future years as well.
For anyone navigating the current housing market, understanding strategies to manage a 7% mortgage is crucial. This article explores different options for those desiring a housing change. Read on to find solutions and insights tailored to your unique situation.
Are you wondering how the 2025 Tax Bill might impact your retirement? This article walks through the new tax breaks and discusses changes related to retirement and what they might mean for your future planning. Dive in to find out how you might navigate the changes.
This has been the best May and June for U.S. Stocks since 1950! Even so, international stocks are still in the lead. How does geopolitical turmoil impact the market? Take a look at that answer, as well as cash performance, bonds, and how the traditional 60/40 portfolio is faring.
