AdvicePeriod

10/01/2024

Congrats to Partner Advisor, Jim Shagawat on being recognized as one of Money’s Best Financial Planners for 2024!

10/05/2023

Moving assets between spouses when one passes away should be easy, but it's often complicated and expensive due to taxes, debts, and legal processes. Find out why affluent married couples and blended families should explore spousal trusts as a solution.

Transferring assets between spouses at the time of one spouse’s death should be a simple matter. Unfortunately, potential estate tax implications, creditor claims and probate proceedings can make the process extremely complex and costly. That’s why affluent married couples and blended families s...

10/03/2023

Medicare is important for wealthier households too, as it covers up to 80% of certain expenses. However, it doesn't cover everything, so it's essential to fill those gaps to protect your finances from unexpected medical costs.

Medicare can be a valuable asset even for wealthy households: The government insurance program covers up to 80% of eligible expenses. But while basic Medicare covers things like doctor visits and in-hospital care, there are many gaps in coverage that need to be filled. Doing so can help your financi...

08/26/2023

✊ Honoring Women’s Equality Day ✊ Recognizing 103 years of progress, celebrates the ongoing journey towards equal rights for all.

08/23/2023

Discover the critical factors behind selecting the right trustee for your trust—whether it's a family member, friend, or corporate entity—to ensure effective asset management, distribution, and family harmony.

Trusts are a strategic way to pass significant assets to your heirs. They can ensure privacy, minimize estate taxes, provide control over how assets are distributed and more. But the effectiveness of a trust depends on naming the right trustee. Choosing a Trustee Thoughtfully Trustees are responsibl...

08/16/2023

The U.S. stock market continued to power forward in July with solid gains across the board while the U.S. economy continued to surprise to the upside through the first seven months of the year. Dive into our latest commentary here ➡️

AdvicePeriod brings you the market commentary for July 2023. Check through the report for all the latest trends in the financial world.

07/21/2023

Learn about the potential consequences of failing to transfer assets before the lifetime exemption expires and strategies for transferring wealth to your loved ones effectively.

When it comes to the tax-free transfer of wealth, we’re living in a golden era. Single individuals can move $12.92 million and married couples can move $25.84 million1 out of their taxable estate without paying a dime to Uncle Sam. When the current federal estate tax exemption expires Dec. 31, 202...

07/18/2023

Why are wealthy Americans increasingly opting to rent rather than buy? While it’s impossible to say for sure, there are some seriously compelling clues. Check out our full article at the link.

Homeownership has long been considered part of the American dream—a symbol of stability, security and accomplishment. That’s why it’s perhaps more than a little surprising that the Americans most able to afford to buy homes are increasingly choosing to rent. Younger Generation Renting Led by m...

07/11/2023

The strong performance of the stock market this year is a reminder of the importance of ignoring short-term predictions. Read our latest commentary at the link:

AdvicePeriod brings you the market commentary for June 2023. Check through the report for all the latest trends in the financial world.

07/04/2023

Happy Fourth of July! We hope everyone has a safe and enjoyable holiday. 🇺🇸

06/18/2023

To all the incredible dads out there, we celebrate you today and every day. Happy Father’s Day!