The lure of getting in at the right time or avoiding the next downturn may tempt even disciplined, long-term investors. But the reality of successfully timing markets isn’t as straightforward as it sounds.
Market volatility has returned, leading investors to guess when the markets might exhibit a deep, prolonged correction. Diversified portfolios that include real estate provide a balance of risk and return over the long-term. Investors will need to decide what type of real estate to invest in – public or private?
Our team recently attended the AICPA Engage Conference in Las Vegas, where we picked up timely and important tips and resources to improve our service to clients. Many of the sessions focused on income tax planning and estate planning.
With the passage of the Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act) May 23, the House of Representatives is setting up U.S. retirement plans for significant reform.
Are you overwhelmed at the thought of establishing an estate plan? If so, you’re not alone. Estate planning is a complicated topic with many variables and options. Let’s look at its history and purpose so that we can better understand the solutions. One of those solutions is a Grantor Retained Annuity Trust.
In March, we celebrated the 10-year anniversary of the bull market. Now, trade wars have resurfaced and the markets are negatively responding. Are you now wondering what you should do to protect your portfolio from volatility?
We’ve seen the hype around “unicorn” companies (worth at least an estimated $1 billion) making their debuts as public companies recently. These privately held startups are racing to Wall Street to capitalize on the bull market and to beat a recession some think will be in here in the next year or two.
We have a student debt crisis in the United States. Total student loan debt has quintupled since 2004, bringing the total to over $1.3 trillion. So what is an employer to do?
The U.S. increase of tariffs on Chinese goods Friday caused U.S. stocks to open lower, after closing down 2.5% for the week before Friday. However, mixed signals from the markets may have investors wondering what do with their portfolios.
Thanks to low unemployment and below-target inflation trends, Fed policy makers as expected left the target range for the federal funds rate unchanged (2.25 – 2.50%). What does this mean for investors?