Month: July 2024
Posted on July 29, 2024
How Elections Move Markets in 5 Charts
How much do elections impact the stock market and portfolio returns? Should elections even matter to long-term investors in the first place? These are the questions investors and financial professionals are facing… Read More
Posted on July 29, 2024
Social Security Online Applications
You can do much of your Social Security business on the website. Our online applications make it easy and convenient to apply for benefits from your computer, tablet, or mobile device. You don’t need to make an appointment or visit an… Read More
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Posted on July 29, 2024
Utilizing a Spousal Lifetime Access Trust
by J. Eric Rice, CFP(R), ChFC(R)
Opening a trust fund is a common tool used to preserve and transfer your wealth in estate planning. Trusts can help mitigate estate taxes and help beneficiaries avoid probate court after you pass away, all while ensuring your… Read More
Category: Investment Planning, Market Commentary