In recent years, the approach to estate planning has evolved significantly. Historically, much of estate planning focused on moving assets out of your estate to minimize exposure to estate taxes. However, with the current high estate tax exclusion amounts, there's now a shift towards keeping assets within the estate to take full advantage of the step-up in basis rule.
"Stay informed about the latest market volatility and economic insights with our in-depth analysis. Discover how recent movements in the S&P 500, bond yields, and the VIX index reflect current economic trends. Learn about the implications of the latest jobs report, the Sahm rule, and Federal Reserve policies on your investments. Our blog post provides a comprehensive overview to help you maintain a long-term perspective and make informed decisions. Explore our recommended diversified portfolio strategies designed to weather market fluctuations. Stay updated with our quarterly economic outlook for deeper insights.
Before you can begin to claim any Social Security benefits be sure you're checking these 6 things off your list to start your retirement off on the right foot.
When it comes to compensation, many companies now provide equity and stock-based benefits to their employees.
This blog will talk about some of the most notable changes from the Tax Cuts and Jobs Act of 2018, as well as provide an update about what to expect when this bill is sunsetted in 2025.
Here's our take on what happened in the markets in the first quarter of 2024.