Global stocks rallied sharply for the third straight week. The S&P 500 rose 1.0%. The MSCI ACWI index of global stocks rose 1.3%. The Bloomberg BarCap Aggregate Bond Index dropped 1.7% as optimism about future economic growth pushed interest rates higher and bond prices lower.Read More
Scott Roberts, CPA, CLU Not all wills and revocable trusts are created equal, as we know. We have previously discussed the tax ramifications of various distribution provisions of trusts. But those same distribution provisions can also have asset protection implications.Read More
The SECURE Act is getting more press attention than retirement accounting has received in… well, probably ever, and was in the news all summer. It’s still being slowly digested by Congress but could change the landscape of retirement finance once it’s enacted.Read More
Financial planning for a small business gets more complicated every day. Business owners must navigate tax efficiency (and life under the new Tax Cuts and Jobs Act), retirement preparations for yourself and your employees, and succession planning. Get your financial plan in place today and prepare for what tomorrow brings with our guide to financial planning for small business owners.
Global stocks rallied sharply last week and erased much of the decline experienced in August. Economic news was generally in line with recent themes, and the Chinese government’s comments expressing its willingness to negotiate reassured investors.Read More
In this week’s video: Quote of the Week by Ben Franklin Financial Tip of the week – Get your kids involved with money Plus a special tour of the Nichols Kids’ Treehouse…we have not named it yet. Any suggestions?Read More