Month: November 2021

The World in 2030: 10 Predictions for Long-Term Investors

Do you ever wonder how rapid advancements in science and technology could change our lives, economy and the way we invest in the relatively near future? Some of the sharpest minds in the world of investing attempt to… Read More

Sharing the Wealth: How Lifetime Gift Tax Exemption Works

As Congress continues to debate a reduction in the estate and gift tax exemption–slated to rise to $12.06 million in 2022–now may be a perfect time to consider some lifetime gifts. Many people plan for bequests at the… Read More

Living with Abundance

We all want to be successful.  As a result, many of us have cultivated a highly competitive nature.  Can being too competitive ever be detrimental? Our guest contributor says the answer is “yes.”  He contends that being highly… Read More