I recently read an article on Vanguard’s website talking about why higher yields may be a good thing for investors. As you may know, in 2022 when interest rates went from essentially 0% to 5% it was bad for both the stock market and bond market, with both of them
Introduction If you are like most of the wealthy clients we work with, you have built a great nest egg. With that comes family and friends asking for money or asking for a loan. You want to help out, but you want to make sure you do it the right
Is estate planning a one and done deal?… or does it, like your retirement planning, require ongoing attention and review? Estate planning provides the individual control over their assets. That control provides certainty, flexibility, and assurance that their hard-earned assets are protected and treated in the manner in which they
The holiday season is a time of joy, celebration, and giving. However, with all of the holiday excitement comes the need for careful financial planning. Did you know that the average American spends almost $1,500 on gifts for the holiday season and many spend well over that?1 Add in travel
People have their take on retirement, including the good, the bad, and the ugly. With planning, hard work, and a little luck, your retirement can be a dream come true (at least according to these pundits). Here are some of our favorite quotes about retirement! According to the Poor Richards
Retirement is an exciting life milestone that requires careful planning and budgeting. For military families, it requires even more knowledge because you need to ensure that you meet all the military’s qualifications and that you are taking full advantage of any veterans benefits coming your way. To celebrate National Veteran
By Lena Melugin, Private Wealth Advisor I’ll never forget one of my most impactful client meetings shortly after I became a planner. We had a new client come in who had recently lost her husband. She was a mother to two children and had just received a $4m death benefit.
If you are a W-2 employee, then your employer should be withholding and submitting your taxes each pay period. If you are self-employed or have income other than W-2 income, you might make quarterly tax payments. However, if your employer isn’t withholding enough or your quarterly estimated payments are off,
DOWNLOAD THE PDF Summer just won’t go away, but I think Fall is finally sneaking into North Texas. On the weekends I smell barbecue cooking at the Southlake Dragon high school football tailgates & the same goes for the college pregame tailgates on Saturdays (and the post-game parties afterwards.) Wyoming
DOWNLOAD THE PDF The 3rd quarter was the first quarter this year that saw all markets decline. Global Real Estate was the biggest loser of the quarter at -6.49% followed by International Developed Stocks at -4.10%, the US Stock Market at -3.25%, surprisingly followed by the US Bond Market at