Even before President Biden took office, many high-net-worth individuals began preparing for the possible tax changes ahead. And now that lawmakers are hard at work figuring out how to pay for the $3.5 trillion budget resolution they passed… more
As a longtime financial advisor, I can tell you that the gender investing gap is alive and well. Many women face all kinds of financial adversity—from lack of confidence to lagging wages for equal work. This all has… more
If you’ve ever profited from the sale of a highly appreciated asset, you know what a challenge it can be to minimize the capital gains tax exposure. What starts out as a high-five moment can feel more like… more
Headlines have been swirling around all the ways inflation could impact investors and consumers. In June, inflation had increased by 5.4% from a year earlier; the biggest 12-month jump since August 2008, according to the Bureau of Labor… more
ESG investing has exploded in recent years. It’s an investment approach that looks beyond prospective financial returns and is shaped by the investor’s unique values and moral compass. When choosing companies to invest in, the mindful investor weeds… more
President Biden recently unveiled sweeping proposals that are getting much attention from politicians and working Americans alike. Together, the American Families Plan and American Jobs Plan would devote over $4 trillion to overhauling infrastructure, expanding affordable childcare, upping… more
Whether you’re in the run-up to retirement or are already there, you might be considering paying off your mortgage. It may seem like a great idea, but doing so can have a ripple effect that impacts your overall… more
Few things are as important to your investment portfolio as diversification. Just as the name implies, it involves balancing your portfolio with a healthy mix of asset classes. The traditional 60/40 portfolio (60% stocks, 40% bonds) has been… more
Big news came over the weekend regarding the latest $1.9 trillion coronavirus relief bill. The American Rescue Plan Act of 2021 was passed by the Senate on Saturday, leaving the House to give it a final vote before… more
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