After a historically strong start to the year, markets have now pulled back 2.5% to begin the second quarter. Concerns around geopolitical tensions in the Middle East, inflation, corporate earnings, and other issues have led to a market decline, pushing the VIX index...
Are you looking for smart strategies to minimize your tax burden and maximize your savings? In today’s dynamic financial landscape, effective tax planning has become more important than ever. By implementing the right tax optimization techniques, you can not...
Are you worried about how much money you’ll need for a comfortable retirement? Determining your ideal retirement savings goal can feel overwhelming, but fear not – we’re here to help. In this comprehensive guide, we’ll walk you through the steps to...
Investing can come with many benefits, particularly the potential for growth and income to support both sort-and long-term aspirations. With the benefits of that growth also comes the potential for taxes, which can lead to a significant burden and impact to your...
The stock market rally has briefly paused as investors weigh the timing of the first Fed rate cut this cycle. So far this year, the S&P 500 has achieved 16 new all-time highs amid steady economic growth, improving inflation, and the ongoing rally in tech stocks....
Markets continue to be driven by artificial intelligence stocks and the timing of the Fed’s first rate cut. Beyond the day-to-day swings, these drivers reflect important trends in innovation, productivity, and the health of the economy. They are also the result...
Welcome to the world of asset allocation, where strategy meets success in building long-term wealth. Mastering the art of asset allocation is a key component in achieving your financial goals and securing a prosperous future. In this article, we will explore various...
Generational wealth has become an increasingly hot topic in recent years, with individuals and families seeking ways to secure their financial legacies for future generations. But what exactly is generational wealth, and why does it matter? In simple terms,...
With the presidential election season heating up, there will no doubt be a flurry of daily headlines between now and election day on November 5. A rematch between Joe Biden and Donald Trump for US President now seems inevitable at this stage. While a lot can happen...
The stock market continues to reach new heights, driven by a stronger-than-expected economy and the largest technology stocks. In particular, Nvidia, a maker of graphics chips used in artificial intelligence applications, recently helped to push markets higher after...
As physicians, your success is a result of years of hard work, dedication, and expertise. Your primary focus is on providing exceptional medical care to your patients. However, it’s equally important to preserve and grow your wealth through tailored financial...
Consumer spending is the backbone of the U.S. economy, constituting over two-thirds of our nearly $28 trillion GDP. When consumers spend money on everyday goods and services, and make large one-time purchases, it not only helps to spur economic growth but is also a...
When it comes to your financial future, choosing the right advisor is a decision that should not be taken lightly. With so many options available, how do you know which financial advisor is the best fit for you? To make this important decision easier, we have compiled...
The bond between generations is a powerful force that can shape a family’s legacy and inspire future generations. In a fast-paced world where values and traditions are often forgotten, preserving your family’s legacy has never been more important. This...
Are you a self-employed worker looking to maximize your earnings? If so, enlisting the help of a financial advisor can be tremendously beneficial. In today’s competitive market, freelancers and independent contractors face unique financial challenges. From...
Is A Roth IRA Better Than A 529 Plan? Kevan shares his thoughts about the advantages and disadvantages of two popular tax-advantaged savings options for kids – the 529 College Savings Plan and the Roth Child IRA. Delving into the distinctions between the two,...
What Is The New 529 Rule In 2024? Kevan discusses how the recent SECURE 2.0 Act provides a unique opportunity to transition college savings to retirement savings in the form of a 529-to-Roth rollover. With this powerful and attractive technique now available, this...
When it comes to financial markets, day-to-day price swings are often more about what investors expect than the underlying facts. This is because markets are designed to anticipate future events and assign them a price today. This gap between reality and expectations...
Welcome to 2024! With the year officially underway, we are looking ahead at what risks may arise and what opportunities may present themselves along the way. For this year’s outlook, we’ve decided to shine a spotlight on the “most likely”...
Assess your cash flow (income vs. expenses). Take a deep dive into your total income vs. expenses for last year and ask yourself: (1) Were you net positive (i.e., you brought in more income than went out in expenses), (2) How much did you save throughout the year? ...