The dog days of summer have us thinking about, well, our dogs. Fortunately, dogs are pretty smart, and can even teach us a few tricks related to your 401(k) plan.
By far and away, the number one question we receive from investors recently relates to what actions investors should take with potential tax increases around the corner. While we do not yet know exactly how the congressional process plays out, there are some things we think you should be considering today.
May had robust earnings, a lot of optimism, unexpectedly high inflation, and an apparent labor shortage. Despite that May posted another positive return. Learn more in our May recap and June Outlook.
While many people think of the will as the foundation of estate planning, trusts can be the cornerstone that allows you to name who will get your assets and control how they will get those assets. Essentially, permitting what they call control from the grave.
For those who expect to need and receive financial aid, 529 accounts will impact how much assistance can be received. In a confusing twist of rules, the impact depends on who actually owns the account.
You should treat your TSP as an important part of your benefits. If you haven't thought about yours lately, it might be time to do a little recon to make the most of your earned benefits.
The old adage “April showers bring May flowers” retrograded the calendar this year, as March showers, of cash in the form of stimulus, brought April flowers – in the form of market “bouquets” of performance bestowed on investors.
A change in the capital gains rules could necessitate some re-jiggering of estates to attempt to protect assets as much as possible from estate taxes. It is, of course, too early to know if this idea will become a reality, but it's never too early to understand the problem and start thinking about potential solutions.