Considering a Financial Advisor? Watch for These Five Red Flags.

2 years ago

You don’t want to choose just anyone to manage your money. Selecting a qualified, experienced financial advisor should take time…

Secure 2.0 Act: Securing a Strong Retirement

2 years ago

Americans are not prepared for retirement and the government is taking notice. On December 23, 2022, Congress passed the Consolidated…

Trustees: Save on Taxes with the Trust Distributions 65-Day Rule

2 years ago

Have you ever wished for the benefit of hindsight when preparing to file taxes?  For fiduciaries, taxes can be especially…

The Prudent Perspective – Q4 2022

2 years ago

Among the multitude of new buzzwords that proliferated in 2022, one that has been quoted with particular frequency in business…

Your Financial Planning Checklist for the New Year

2 years ago

The new year is upon us. This year 66% of Americans have committed to a financial New Year’s resolution, but…

Crypto Collapse: Everything You Need to Know About FTX and SBF

2 years ago

On November 11, 2022, the world’s third largest cryptocurrency exchange, FTX Group, filed Chapter 11 bankruptcy protection. The press release,…

Estate Plan: Protect Your Loved Ones and Your Legacy

2 years ago

Even in the wake of a global pandemic Americans are not convinced estate planning is necessary. According to a report…

<strong>Tax Loss Harvesting for the Fiduciary: Pros and Cons</strong>

2 years ago

It has been a tough year for the bond and stock market with both the aggregate bond market and S&P…

Uniform Principal and Income Act vs. Uniform Prudent Investor Act

2 years ago

Fiduciaries handle an immense amount of duties and responsibilities related to the trusts they oversee. Arguably one of the most…

8 Common Pitfalls of Investable Assets for Successor Trustees

2 years ago

It’s not uncommon for investors, including fiduciaries, to not have a full picture of what is held in their or…

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