Charitable Lead Trusts
Tax-savvy gifting that also serves to pass wealth to future generations.
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Managing wealth is a complex and ever-evolving subject. Here you will find independent insights into the markets, articles and research on wealth management strategies and tactics, and financial assessment tools to explore.
Tax-savvy gifting that also serves to pass wealth to future generations.
Tax-savvy gifting that also creates diversification and a long-term income stream.
Individual bonds can be held to maturity, but have a few key drawbacks.
The implications of investing are broader than dollars and cents.
Strategies to consider to generate income for life
What makes sense from a portfolio standpoint may not add up from a tax standpoint.
As the popularity of exchange-traded funds has grown, so has their complexity.
File-and-suspend is on the way out, but couples can still employ other maneuvers for maximizing their benefits.
Your personal inflation rate is unique, based on your age and your lifestyle.
Reducing the tax pain and improving your portfolio, too
The short sell-off can provide valuable insights into how you manage your portfolio going forward.
Taxes on qualified dividends are low, but investors can still encounter unwelcome surprises.
Selling pre-emptively may make sense on a few occasions, but not usually.
An early discussion can set the stage for a more secure future.
Many investors struggle to put this important concept into practice.
Asking how well your holdings are doing their jobs is a starting point for skinnying down your number of holdings.
Technology is best used as a tool, not a solution
