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...]
Forecasts are Typically Garbage
You've heard us say time and time again, we prefer probabilistic thinking over stories. We operate by expectations grounded in history and evidence rather than forecasts that require a crystal ball. … [Read more...]
Investment Concentration vs. Diversification
Some financial advisors advocate for concentrated “best ideas” portfolios as the surest path to market outperformance. Who doesn't want that? The premise is when a portfolio consists only of a … [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...]
Deconstructing Current Inflation
A recent spike in the U.S. inflation rate combined with wage growth and near-record low unemployment has captivated the attention of America as this information is integrated into current asset … [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...]
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