SUBSCRIBE TO STAY UP TO DATE

What’s A Direct Indexing Strategy?
What’s A Direct Indexing Strategy?

Direct Indexing – Your Top 6 Questions Answered   What is it? Direct indexing is an investment strategy where an investor tracks the performance of a specific index with two goals in mind: Track the return of the index. Generate "tax alpha." This is achieved by...

Risk vs. Luck
Risk vs. Luck

Are risk and luck the same thing, just with different outcomes? Let's define these terms: Risk: A situation involving exposure to danger. Luck: Success or failure brought on by chance rather than one's actions. After reading Morgan Housel's book, The Psychology of...

Social Security Strategies
Social Security Strategies

Want to figure out how to milk every last drop? Social Security as Longevity Insurance By 2033, the Social Security Administrations (SSA) estimates a benefit shortfall of about 24%. While it seems unlikely the SSA will eliminate the benefit, it may be prudent to plan...

Client Question of The Month
Client Question of The Month

Client Question of The Month: What Should We Do? Should we get out of the market? Should we invest more money? How can we take advantage of current tax rates? There is a fine line when it comes to doing something vs. nothing.  The response “stay the course” lacks...

529 Plans: Top 10 Considerations
529 Plans: Top 10 Considerations

Before we get into the Top 10 Considerations (& Mistakes) for 529 Plans, let's start with the basics. Why are 529 Plans so popular? There is no income limit to contribute. Take advantage of an opportunity for an income tax exemption. There is no tax on the growth...

How Much Is Enough?
How Much Is Enough?

What do you NEED to enjoy life?  When you achieve more, are you able to enjoy it? How much is "ENOUGH?" Is your definition static, or does it change?  Maybe it depends upon the situation. We routinely get this question from prospects as they wrap their heads around...