The 4th quarter was quite the rollercoaster ride. The first month saw the market move down quite a bit, only to be followed by one of the best Novembers EVER recorded. Both Bond and Stock Markets across the world were sharply up in the 4th Quarter with Global Real Estate
Each quarter we look at the funds in our investment lineup as well available funds not in our lineup, that meet our investment criteria. As we began to do that this year, we came across this slide deck showing the performance of Dimensional Funds up until December 31, 2023. Take
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,