Taking Advantage of Inflation
If you’re like me, shopping post-Covid has resulted in some serious sticker shock. In May, strawberry prices were up almost 27% because Driscoll’s under-estimated demand
Jared Ong
October 19, 2021
The Prudent Perspective – Q3 2021
For the last year and a half, concerned about the US economy’s ability to sustain itself through a catastrophic pandemic, the Federal Reserve placed training wheels on the US monetary system that came in the form of a zero interest rate fed funds target and a quantitative easing (QE) program that involved the purchase of $120 billion of treasury and mortgage bonds monthly.
Jeremy Lau
October 8, 2021
Investing in Robinhood: Beneficiary Support Not Included
Free-trading apps, such as Robinhood, have attracted massive user bases with their limited fees, mobile-based trading, and other flexible features that improve consumer access to investing tools and platforms.
Jeremy Lau
September 28, 2021
Do I Need to Pay Taxes on Inherited Assets?
Did grandma leave you something in her will to help you buy a house or pay for school? While that type of windfall is a blessing, you also might also be wondering if you need to pay taxes. Understanding what you’ve received and where taxes fit in could help you save thousands of dollars. This article covers those different account types and gives tips on how to save taxes on your inheritance.
Jared Ong
September 24, 2021
Basic Concepts of Behavioral Investing
Whether you’re an individual managing your own investments or a professional fiduciary responsible for managing assets in a trust, behavioral investing habits are a serious threat to your investment management strategy.
Jeremy Lau
September 16, 2021
Joint Rights of Survivorship: Preventing Account Limbo
What if your loved one unexpectedly passed away and you were locked out of your banking account? Worse yet, what if the court became involved and decided that the assets you and your spouse worked so hard to acquire should belong to someone else?
Jared Ong
September 9, 2021
Understanding Wills: What Happens to My Money When I Die?
No matter what size estate you leave behind, you want to ensure your assets are distributed and managed according to your desires.
Jared Ong
September 3, 2021
Britney Spears’ Conservatorship: 3 Key Roles Affecting This Case
As rumors of Spears’ unhappiness in her conservatorship have gained momentum, both fiduciary professionals and those with personal connections to her have been asked to give context to her complex conservatorship—including the possible signs of abuse by her conservators.
Kerrie Lloyd, ChSNC®
August 20, 2021
Harmonizing Your Use of Special Needs Trusts and ABLE Accounts
When special needs individuals are dependent on a combination of public benefits and financial support from family members or caregivers, their parents or guardians are often encouraged to open ABLE accounts or special needs trusts (SNTs).
Jeremy Lau
July 29, 2021
The Prudent Perspective – Q2 2021
After closing the first half of 2021, we are beginning to get a glimpse of some of the unintended consequences that may lie ahead following the unprecedented measures taken to address a once-in-a-century pandemic.
Jeremy Lau
July 17, 2021