What Do Financial Advisers Do?
Whether you're embarking on the quest for a financial adviser for the first time or have been working with one for years, it's beneficial to grasp the primary categories and what these professionals can offer you.
2nd Quarter In Review: Another Positive Quarter for Stocks, Negative Quarter for Bonds
Don't get distracted! (...) Small or large crises regularly crop up and cause investors to question the future of the markets.
Managing Currency Risks When Moving or Living Overseas
If you are among the millions of Americans working overseas or deciding to retire abroad, you must incorporate currency considerations in your investment portfolio and financial plans. Few realize it until it’s too late. Yet, some easy-to-implement solutions can help.
QCDs – An Underutilized Philanthropic and Tax-Planning Tool
QCDs (Qualified Charitable Distributions) are not widely utilized but can be very beneficial to taxpayers aged 70 1/2 or older, who are charitably inclined and carry high IRA balances.
1st Quarter Review: A Roller Coaster Ride Ends on a Positive Note
With these recent unsettling headlines affecting banks, we thought it worthwhile to review and explain what layers of protection are available to your depositors' and investors' accounts.
What You Should Know About State Taxes Before Moving Abroad
As a U.S. citizen living abroad, you are still subject to U.S. income tax on your worldwide income. Often overlooked, however, is the requirement to keep filing a state tax return in some cases.