The 2015 Obergefell v. Hodges Supreme Court decision streamlined tax and estate strategizing for married LGBTQ+ couples. If you are filing a joint tax return for this year or are considering updating your estate strategy, here are some important things to remember. Keep in mind, this article is for informational purposes only and is not a replacement […]
Gas Prices Signal both Post-COVID norm and Inflation
Gas prices hit a seven-year high over Memorial Day weekend. This signals both a post-COVID return to normal as well as building inflationary pressures.
Why We Believe in Active Management
Creating an effective, all-weather portfolio cannot be achieved with passive investing or broadly diversified portfolio. Only active management can address all stages of the market cycle.
The Coming Inflation Waves
We shouldn’t expect inflation to immediately get out of control. Instead, it should come at us in waves.
Make Your Kids Money-Smart
Teaching your kids sound financial knowledge can help them make smart financial decisions now, and in the future.
Infographic: The History of Currency
Baseball’s $300+ Million Players
The San Diego Padres signed infielder Fernando Tatis, Jr., to a 14-year, $340 million contract roughly one year after the Los Angeles Dodgers inked outfielder Mookie Betts to a 12-year, $365 million deal. That brings the total to 8 baseball players who have signed long-term, $300+ million contracts.1 From an estate strategy perspective, you might […]
