How the Elon Musk Twitter Takeover Impacts Investors
Updated on November 2, 2022 for relevance. The Elon Musk Twitter saga continues. As the world’s richest man secured the purchase of the roughly $43
Jared Ong
April 29, 2022
Are You Falling for Closet Indexing? How to Spot and Avoid it.
When it comes to investing, it’s essential to be aware of the various strategies and techniques employed by investment managers. One such strategy is known
Kellie Collier
November 29, 2023
Caring for Mom and Dad: Managing Parents Finances
As our loved ones age, it becomes increasingly clear that beyond their physical and emotional needs, the financial needs of our parents become a priority.
Kellie Collier
November 17, 2023
How the Corporate Transparency Act Impacts Your Role as Fiduciary
As a professional fiduciary, it is crucial to stay up-to-date with legislative changes that impact your role and the way you conduct business. The recently
Jared Ong
November 8, 2023
Reminder, Charities Can be a Remainder Beneficiary
When creating an estate plan, many individuals wish to leave a lasting impact. For some, that means leaving behind assets that will establish a long
Kellie Collier
October 25, 2023
Secure 2.0 Act: RMD Changes You Need to Know
In 2022, Congress passed a sweeping $1.7 trillion bipartisan bill to improve retirement for millions of Americans. The Secure 2.0 Act made massive changes to
Kellie Collier
October 11, 2023
The Prudent Perspective – Q3 2023
In 2014, just before leaving the Federal Reserve, Chairman Ben Bernanke responded to a question about how confident he was in the effectiveness of Quantitative Easing.
Jeremy Lau
October 3, 2023
Trust and Estate Litigation: Why Hiring an Expert Witness is a Game-Changer
Expert witnesses play a crucial role in helping the court make informed decisions in litigious cases. In fact, an expert witness’ testimony can significantly impact
Kellie Collier
September 27, 2023
Resolving Guardianship Disputes Through Mediation
Guardianship disputes can happen for many reasons. Whether they arise from family conflict, neglect concerns, or differing opinions on the individual’s living arrangements or medical
Kellie Collier
August 25, 2023
Losing a Partner: 8 Financial Planning Tips for Widows
Losing a partner is one of the most devastating life experiences. Early into the grieving process, many spouses and life partners are faced with what
Kellie Collier
August 23, 2023
Navigating Market Volatility: Tips for Talking to the Beneficiary
It’s no secret that the United States economic outlook has been bleak. In the last three years, inflation rose from a modest 2.3% to an
Kellie Collier
July 26, 2023