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Blog

inflation forecasting chart

Making Sense of the Great Inflation Debate of 2021

Categories: Blog

Learn why some experts fear inflation will reach record highs and what rising rates could mean for investments.

investing stock market index

Why Investing in an S&P 500 Index Fund Remains a Popular Option

Categories: Blog

Learn why Warren Buffet, among other market watchers, advise investing in the S&P 500 index fund over “trendier” stocks.

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Bond Investment Myths Amid Interest Rate & Inflation Speculation

Categories: Blog

Learn why bonds have fallen out of favor among some investors who fear rising interest rates and inflation, and if their concerns are justified.

estate planning documents

Potential Changes Ahead for Estate and Gift Taxes Under the Biden Administration

Categories: Blog

Learn about President Biden’s estate and gift tax reform plans and how they could change strategies for wealthy Americans.

Why an Intra-Family Loan May Be a Good Way to Transfer Wealth Right Now

Categories: Blog

Learn why record-low interest rates make the intra-family loan an attractive option for transferring wealth while avoiding estate tax penalties.

capital gains tax form

What High Earners Should Know About the Proposed Capital Gains Tax Hikes

Categories: Blog

Learn why the Biden Administration’s proposal to increase capital gain taxes may have a significant impact on wealth management planning for high-net-worth individuals.

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