Core-Satellite Investing: The Best of Both Worlds?

One of the biggest debates among financial professionals, investment advisors, and investors is whether you should invest in only “passive” index funds or use so-called “active” strategies to get the best returns for your portfolio. If you’re wondering which approach … Continue reading

What is Your Legacy?

When people start planning their estates, they often think about who gets the IRA, the car, the house, etc., and how much to leave to specific individuals. But almost immediately, another thought arises: How will an inheritance affect the recipient(s)? … Continue reading

Do You Need Long-Term Care Insurance?

It’s an unpleasant thought, but the time may come where you can no longer function as an independent adult. Like any other machine, the human body starts to break down after a while. Your cognitive function can become impaired, and … Continue reading

So You’re a Trustee. Now what?

It can be a great honor to be named trustee of your family’s or another person’s trust. You may also have named yourself trustee for a trust you funded for the benefit of your heirs because you want to maintain … Continue reading

Is Your Wealth Management Firm Conflicted?

Have you ever taken your car to the shop for something minor, like a routine oil change, and walked away with a laundry list of things that desperately need fixing before your vehicle falls apart? If you’re not knowledgeable on … Continue reading