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Investments

Let’s Talk About SPACs By Todd A. Moll, CFP®, CFA

Posted December 2, 2021

Special purpose acquisition companies, or SPACs, have garnered significant media and celebrity attention over the past few years, resulting in increased interest from investors. Amid more recent market turbulence, the Security and Exchange Commission (SEC) has stepped up its regulatory authority over these acquisition vehicles, urging investors to conduct thorough due diligence before investing their […]

Where to Stash your Cash in a Low Interest Rate Environment By Joseph Karl, CFA

Posted November 22, 2021

A unique phenomenon to come out of the pandemic has been a marked increase in the country’s personal savings rate despite record numbers of business closures and job losses. According to the Federal Reserve Bank, the personal saving rate in July 2021 remained elevated at 9.8 percent, down from a high of 26.6 percent in […]

Where You Put your Money Matters By Robert Mark Weiss, CFA

Posted September 23, 2021

Novice investors often use the terms saving, investing and speculating interchangeably.  However, there are significant differences between each of these approaches to wealth accumulation. Savvy investors will understand these distinctions and recognize when one strategy may be preferential to another. Saving The dictionary defines saving as preservation from danger or destruction. When applied to personal […]

IRS Continues to Target Taxes on Cryptocurrency By Todd A. Moll, CFP®, CFA

Posted July 21, 2021

Investors who can stomach the wild swings of cryptocurrency’s rapid fluctuations should be forewarned: the IRS is fortifying its efforts to regulate crypto assets and enforce investor’s tax reporting and payment obligations. How investors proceed is critical. In 2014, the IRS released initial guidance on cryptocurrency, defining it as property subject to federal taxes on […]

UPDATED Weighing the Choice between a Traditional IRA or a Roth IRA By Brendan T. Hayes

Posted June 23, 2021

A Roth IRA is a unique retirement savings vehicle that allows eligible individuals to set aside money today for a potentially tax-free income stream in the future. Like a traditional IRA, a Roth arrangement allows individuals to make annual contributions of up to $6,000 in 2022, or $7,000 for savers age 50 and older. That […]

Is now a good time for a Roth Conversion of your Retirement Savings? By Lee F. Hediger

Posted June 10, 2021

As the Biden Administration crystalizes its campaign promise of tax reform, one thing is clear: there is a likely chance that wealthy taxpayers will pay higher taxes on income and investments in the future. Preparing for this potential shift requires efficient estate planning and nimble execution. The current administration calls for increasing the top income […]

Four Steps to Take Charge of Your Finances Now By Olga Ismail

Posted May 6, 2021

In our busy lives, it is not uncommon to put off for tomorrow the things we do not have time for today. This is especially true for those things that make us uncomfortable or that require a significant commitment of time and effort to squeeze into our already hectic schedules. However, by sweeping these issues […]

RMD from Retirement Accounts are Back in 2021 By Robert Mark Weiss, CFA

Posted April 8, 2021

For 2021, the IRS is again enforcing required minimum distributions (RMDs) from retirement accounts after a one-year hiatus due to the COVID-19 pandemic. However, the rules for taking RMDs have changed since the SECURE Act went into effect on Jan. 1, 2020, and those individuals who do not rely on RMDs for retirement income may […]

What is Private Placement Life Insurance, and How Can it Help High-Net-Worth Investors Maximize Tax Efficiency? By Eric P. Zeitlin

Posted February 18, 2021

The more wealth a family acquires, the more tools they need to preserve those assets for future generations and protect them from the long arms of tax agencies in the U.S. and abroad. One such tool earning the attention of family offices and ultra-high-net-worth individuals across the world is private placement life insurance (PPLI). In […]

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