Investor Solutions didn’t just happen. It’s been carefully constructed to provide our clients with what we believe will be the best possible investor experience.
Factor investing offers patient investors the opportunity for substantial improvement over vanilla total market equity indexes. But, it requires the investor to play the long game. While it’s a big advancement over a vanilla total market investing strategy, it’s not going to track the more familiar indexes. Failure to understand what causes the tracking deviation causes behavior problems for many [...]
Here’s a little tax magic to augment your retirement income. This works for people with a highly appreciated asset that they would like to convert to a lifetime income and also down the road benefit a favorite charity: The split interest trust. We most often see this technique used with appreciated real estate, but it would work with any highly [...]
No two families are alike or have the same concerns about their estate planning. But many common concerns can be addressed by properly drawn relatively simple trust provisions incorporated into a revocable trust. In real life this is only one tool of many to craft a proper estate plan. There are many ways to reach your goals for your family. [...]
Trusts are one of the most versatile items of the financial planning toolkit. But, they are not just for rich people. With the new higher estate tax exemptions avoiding or reducing estate tax is not a concern for most of us. But, there is so much more trusts can do to solve critical problems for most families. Trusts are a [...]
You could wake up one day soon to find that a criminal had used your good credit and stolen identification information and to purchase themselves a new Jaguar, take out a mortgage on your home, or open up some credit cards and then max them out? We all know somebody that’s happened to. There have been so many data [...]
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