Learn why the “backdoor” Roth IRA, a popular strategy for some high-wealth investors, became a focus of tax reform efforts.
The Risk of Alternative Investment Options in a Turbulent Market
Learn why some investors look beyond the traditional portfolio mix and toward alternative investment vehicles and why this carries unique risks.
What the Robinhood Controversies Reveal about DIY Retail Investing
Learn about the impact Robinhood and similar retail investment platforms have had on investors, regulators, and the financial markets.
The Rise in Securities-Based Lending to Wealthy Investors
Borrowing against a portfolio of stocks and bonds can be a relevant financial & tax strategy, but it is not without risk
The Potential Tax Risks and Rewards of REITs Under the Biden Administration
Learn why Real Estate Investment Trusts (REITs) could be considered an attractive investment and how proposed tax reforms could impact them.
Making Sense of the Great Inflation Debate of 2021
Learn why some experts fear inflation will reach record highs and what rising rates could mean for investments.
Why Investing in an S&P 500 Index Fund Remains a Popular Option
Learn why Warren Buffet, among other market watchers, advise investing in the S&P 500 index fund over “trendier” stocks.
Bond Investment Myths Amid Interest Rate & Inflation Speculation
Learn why bonds have fallen out of favor among some investors who fear rising interest rates and inflation, and if their concerns are justified.
Lowering a Tax Burden Through Stock Donations
Donating appreciated stocks can provide numerous benefits. Learn how this charitable gift can reduce your tax burden.
The 5 Traits of a Top Wealth Management and Investment Advisor
Receiving world-class financial advice relies on specific, crucial professional qualities. Learn what they are: