May 19, 2023

Inflation is real

One of the most important lessons learned from 2022 is that inflation is real and can have a significant impact on your retirement savings. In the United States, the Consumer Price Index (CPI) rose by 7.5% in January 2023, the highest rate of inflation in 40 years. This means that the cost of goods and […]

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April 3, 2023

Technology and Succession Drive Next-Gen-Family Disconnect

Despite the increasing awareness that a new generation of high-net-worth individuals is coming into the market, many believe the future of wealth will be determined by technology and succession. The fam and the next-gen face a disconnect that could be worsened by the introduction of artificial intelligence and the increasing complexity of the business. The […]

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Matt Carroll Atlanta Braves
March 27, 2023

Do I Have to Pay a Relative’s Taxes After They Die?

When a loved one dies, dealing with their taxes can be painful. That’s why it’s a good idea to work with a financial advisor as you prepare an estate plan or implement a relative’s plan. In most cases, the responsibility for filing a deceased person’s taxes falls on their executor or surviving spouse. However, the […]

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March 2, 2023

Can a Trustee Withdraw Money From a Trust Account?

Trusts are a common way to pass on assets from an individual or family to others. They make transferring assets easier, reducing fees associated with settling an estate and avoiding probate. However, trustees have a fiduciary duty to act in the best interest of their beneficiaries and should only withdraw funds following the terms of […]

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February 27, 2023

The SEC Might Mandate Swing Pricing for Most Funds

The Securities and Exchange Commission (SEC) recently proposed amendments that would mandate swing pricing for most funds. While this is an interesting concept that could benefit shareholders, it poses some challenges. Under the proposed amendments, a purchase or redemption order would be eligible for a given day’s price only if received by an Open-End Fund, […]

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Cryptocurrency Investors
January 31, 2023

Can Cryptocurrency Investors Who Lost Money in 2022 Take Advantage of a Key Tax Loophole?

The crypto market is in a major crash. Many cryptocurrency Investors have lost a ton of money, including Binance CEO Changpeng Zhao and FTX founder Sam Bankman-Fried. But the good news is that a key tax loophole allows crypto investors to exploit short-term capital losses, which could help them get out of losses quickly. But […]

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