As the end of the year approaches, many people decide to make donations to local charities. If this is something that you typically do, consider making your donation via stock rather than […]

Inheriting assets can evoke a range of emotions; from the sorrow of losing a loved one to the joy of remembering their legacy. It can also bring frustration in administering an inherited […]

Company data breaches have become more frequent every year. In 2024, hackers have compromised customer data everywhere from AT&T and Ticketmaster to Dell and Roku. As the list of companies that have […]

Homeownership is a primary goal for many Americans, which is why around two-thirds of homes in the US are owner-occupied. Not only do most American households own homes, but homes typically represent […]

You may have heard about private equity but also may not know very much about it. Many investors are not aware that by investing only in the public equity markets, or those […]

Have you reached financial independence but have continued to work until age 59.5 to avoid the 10% early withdrawal penalty? You shouldn’t feel trapped by IRS rules or accept a 10% penalty […]

If you have switched jobs in the past, you have likely left a retirement plan or two behind and have a new plan with your new employer. If you do this multiple […]

Planning for college education costs is a complex, lengthy and likely, expensive endeavor. At first glance, the process seems simple; set aside money after a child is born, and then, after 18 […]