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, […]
Help! I got named as a trustee. Read More »
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
Help! I got named as an executor of a will! Read More »
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
What market concentration means for you Read More »
Reading Time: 3 minutesPsychiatrists and other mental health professionals tend to have mixed sentiments about retiring. While they would love to have more time to spend outside of work, many still love their jobs. Here are our tips for what a psychiatrist should do ten years out of retirement to take a step back gradually while still enjoying
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Reading Time: 3 minutesOne of the frequent questions we get from clients is, “I don’t know if I have a trust, or not.” Here are three easy ways to find out. But before we get into it… We are financial advisors in Morristown, NJ, providing financial advice for New Jersey residents as well as folks across the country. Before
Help – I’m confused! Do I have a trust, or not? Read More »
Reading Time: 3 minutesTaking a vacation is exciting, but how do you manage it so that it goes smoothly financially? There are certain risks that may rear their ugly heads and are best to nip in the bud. Here are some tips for traveling internationally that will help you avoid money mistakes and the stress that comes with
How to not lose all your money when traveling internationally Read More »
Reading Time: < 1 minuteWith the market setting records so far this year, it’s left many wondering what the outlook should be for the rest of the year. While the market can never be predicted with accuracy, here is how Wall Street sees it. Analysts, overall, envision the median price target for the S&P 500 as 5,200, according to MarketWatch (2024).
2024 Market Update – will it go higher? Read More »
Reading Time: < 1 minuteAs the market has been more or less buoyant this year, investors are asking, “Is it smooth sailing yet?” We are not out of the woods despite many positive signs. Here are the economic developments that may be coming into play in the next months. Policymaker actions are entirely hypothetical until they happen. The best
Are rate cuts on the horizon? Read More »
