Donating real estate to a donor-advised fund (DAF) can be a great way for business owners to reduce their tax liability and increase their charitable giving. What is a Donor-Advised Fund … [Read more...]
Seven Ways Wealthy Families Deal with Financial Uncertainty and Market Volatility
Affluent families often have significant financial resources at their disposal, but that doesn't mean they are immune to financial uncertainty and market volatility. Here are some strategies that … [Read more...]
Red Flags That Could Trigger IRS Audits of Wealthy Business Owners
The percentage of affluent Americans who get audited by the IRS each year is relatively low. According to data from the IRS, in 2020, only around 0.5% of all individual tax returns were audited. This … [Read more...]
How Do We Choose the Funds We Use?
Does it seem like there’s been an extra level of uncertainty lately, threatening your investment plans? Of course, there are always big events going on; that’s the world for you. But today’s brew of … [Read more...]
Interest Rates, Inflation, and Investment Strategy Part 3: Investing in Uncertain Times
After taking a closer look at interest rates and inflation, we come to the heart of the matter: When interest rates, inflation, or both are on the rise, what’s an investor to do? Big picture, we … [Read more...]
Interest Rates, Inflation, and Investment Strategy Part 2: Understanding Inflation
Has rising inflation got you down? In our last piece, “Understanding Interest Rates,” we explored how rising and falling interest rates can impact a healthy economy. Today, let’s add inflation to the … [Read more...]
Interest Rates, Inflation, and Investment Strategy Part 1: Understanding Interest Rates
At its March 15-16, 2022, Federal Open Market Committee (FOMC) meeting, the U.S. Federal Reserve raised its federal target funds rate by a quarter point. It was the first increase since December 2018, … [Read more...]
Evidence-Based Investing in Brief
How do you invest your money over the long-term? If you’ve read much of our work, you’ve probably noticed we embrace evidence-based investing. But what does that mean? What is Evidence-Based … [Read more...]
Protecting What’s Yours (After You Pass)
Fact: When you pass, you will leave behind an estate, and somebody will need to settle it. Your estate may be worth a little or a lot, but there’s no escaping death and taxes. So why do so many … [Read more...]