Expectations are low for the second-quarter earnings season will be challenging with the economic growth slowing on a year-over-year basis and the impacts of elevated inflation still being felt. Earnings are slated to decline by -6.8% year-over-year, and topline sales are expected to experience an irregular contraction of -0.4%. If…

INTRODUCTION The first half of 2023 has been marked by lopsided gains, with a handful of mega-cap tech companies accounting for nearly all of the S&P 500’s 16.9% year-to-date returns, through June 30th. In our 2023 beginning of the year Annual Outlook, we cautioned that despite near-unanimous calls for a…

Experts are raising the alarm – AI will replace lawyers when it comes to estate planning. With the rise of artificial intelligence (AI), some people may be tempted to use AI tools to draft their estate plans. However, there are several reasons why AI should not be used for this…

When you are in your twenties, retirement may be the last thing on your mind – but it’s the perfect time to plan for your future. The earlier you begin planning for retirement, the more time you have to save and grow your wealth. Even if you implement just one…

A recent survey¹ found that 89% of Crypto owners are worried if they pass away, their families will not be able to identify and access their Cryptocurrencies. So, what does financial legacy planning look like for Cryptocurrency? How should you include digital assets in your estate plans? What do your…

For many real estate investors, 1031 real estate exchanges are an attractive option for deferring taxes when selling investment properties. However, there is another option that can provide even more flexibility and tax benefits: the Delaware Statutory Trust (DST). A DST is a type of trust that is specifically designed…

Bank stocks outperformed, and the overall market had a week of robust gains, with the S&P 500 2.3% higher. Large banks, as measured by the Invesco KBW Bank ETF (KBWB KBWB ), soared by 3.6%, while regional banks, as measured by the SPDR S&P Regional Banking ETF (KRE KRE ),…

In life, we’re constantly making decisions to tradeoff one thing for another. Perhaps your plan for more vacations throughout the year but make them less expensive, or your tradeoff and do one big vacation that’s more expensive. Or do you get the really great seats for a sports game, or…

Despite their recent meteoric rise in popularity recently, family offices are nothing new and neither are the networking associations established to support them. While family offices have traditionally operated in isolation, as many of them increasingly move out of the shadows and engage on a more public platform, their need…

There are two tools available for passing the bulk of your financial legacy. The best choice for one person might not be optimum for another. Either a will or trust can be the foundation of your estate plan. If it’s a trust, it’s usually a revocable living trust. They’re not…