In this episode the relatable finance guys talk about the costs of starting a family and financial issues parents-to-be need to consider.
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In this episode, the relatable finance guys discuss the financial implications of US and China pulling away from each other.
In this episode the relatable finance guys talk about the critical role consumers play in economic growth and sustainability.
Swap powers within intentionally defective grantor trusts (IDGTs) are critical estate planning tools that may help you improve tax efficiency today while allowing you to preserve wealth for future generations. An IDGT is an irrevocable trust that you, the grantor, can create during life to pass assets and wealth to your named beneficiaries outside your […]
In this episode the relatable finance guys talk to Dr. Jennifer Jurado about resilience and climate issues in Broward County.
In this episode the relatable finance guys talk about initial public offerings and special purpose acquisition companies and how they should factor into investment plans.
Leaving behind a lasting legacy and providing for surviving family members in the event of an individual’s death or disability takes time, patience and consideration of a broad range of non-financial issues. While there are times when an unequal division of property among heirs is preferable, consideration should be given how surviving family members will […]
A power of attorney is a legal document in which you grant to someone else the authority to oversee your financial affairs and make prudent decisions on your behalf if and when you are unable to do so on your own. Those decisions could be as mundane as paying household bills during a temporary period […]
Asset diversification is an investment strategy designed to help investors minimize exposure to market volatility while attempting to maximize opportunities for high returns over the long term. While diversifying assets does not guarantee any investment objective will be met, spreading out investable dollars over a diverse mix of stocks, bonds, cash and other assets could […]
In this episode the relatable finance guys discuss infrastructure, what’s included in this investing class and how it impacts the economy. Investing in commodities is generally considered speculative because of the significant potential for investment loss. Their markets are likely to be volatile and there may be sharp price fluctuations, even during periods […]
In this episode the relatable finance guys talk with Provenance Wealth Advisors’ CEO Eric Zeitlin about what the impact of the presidential election on estate plans.
In this episode the relatable finance guys talk about lessons learned from COVID and when things might return to “normal.”
Employee terminations and extended furloughs spurred by the COVID-19 health crisis are setting off a tsunami of partial 401(k) plan terminations that employers must be prepared to address, both administratively and financially. Failure to do so may jeopardize a plan’s tax- exempt status and expose the plan sponsors to substantial tax penalties and legal claims. […]
In this episode the relatable finance guys explain commodity investing and how it’s been impacted by the global pandemic.