Reading Time: 2 minutesSL: What election results may mean for my wealth? Election results are in and Donald Trump is the President-elect of the United States. While it’s never easy to predict how campaign promises will come into effect once the president is inaugurated, here’s what we think. Trump presidency: likely effect on the markets In general, Trump […]
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Reading Time: 3 minutesIt’s a sobering thought, that nobody wants to ever have to think about. But the sad reality is that you do have to ask yourself if you would be happy with your assets winding up in the hands of a future ex-spouse of your son or daughter. In this article we’ll cover some ways to
How do I protect my child’s inheritance? Read More »
Reading Time: 3 minutesEvery adult child’s worst fear is having an inheritance stolen away from them. Fortunately for most, it is not that common. However, for those going through a tumultuous probate, all the travails can be a headache you didn’t ask for. Here are some tips for how to respond when a will is challenged. But before
My parents’ will is being challenged (and I’m losing my mind) Read More »
Reading Time: 2 minutesIn this newsletter we’ll talk about how the impact of the recent 50 basis point rate drop are likely to make their way through the financial landscape. What does the Fed control? The Federal Reserve Bank meets eight times a year to discuss changes in the discount rate, or the rate at which member banks
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Reading Time: < 1 minuteThe word on the street and from Jerome Powell is that the Fed is likely going to cut rates this month. Here’s what it could possibly mean for you. A change in course There is talk of a pending rate cut of 0.25 to 0.5% at the September Federal Open Market Committee meeting to occur
Guidance ahead of a Fed rate drop Read More »
Reading Time: 4 minutesBeing named as a trustee is for most people equivalent to receiving a death sentence. Don’t freak out (yet)! In this blog we will talk about what it means and how to manage being in this role, if you elect to accept it. But before we get into the blog… We are financial advisors in Morristown,
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Reading Time: 2 minutesThe global investable market is defined as the companies that trade on an exchange and are available to the public for investment. The chart below from JPMorgan tells an interesting tale about how the global investable market has changed over time. What do these changes in the structure of global markets mean for investors? The
Global Market Portfolio has changed – what it means for you Read More »
Reading Time: 3 minutesBeing called forth to perform family duties unexpectedly is a jolt to begin with. What if it’s something really technical, though, like being named as executor of a will? Don’t panic! In this blog we’ll cover what you should do, what the responsibilities are, etc. But before we get into it… We are financial advisors in
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Reading Time: 4 minutesThe process of receiving an inheritance can be complicated and expensive, but in this blog we’re going to present clear steps for getting through probate in New Jersey. We’ll cover what it is, specific aspects of NJ estate planning law to consider, and how to go about doing it yourself without costing a heap of
How to get through probate in New Jersey without draining your bank account! Read More »
Reading Time: 2 minutesMarket concentration results when there is a disproportionate amount of price appreciation spread over a small amount of stocks. Let’s back up a bit, shall we? Many investors have their money in index funds, which follow a particular type of market index. The index may be weighted according to the market capitalization of each stock. In those
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