Tax Loss Harvesting for the Fiduciary: Pros and Cons
November 29, 2022
It has been a tough year for the bond and stock market with both the aggregate bond market and S&P 500 down. Although no one
Uniform Principal and Income Act vs. Uniform Prudent Investor Act
November 23, 2022
Fiduciaries handle an immense amount of duties and responsibilities related to the trusts they oversee. Arguably one of the most important responsibilities is complying with
8 Common Pitfalls of Investable Assets for Successor Trustees
November 11, 2022
It’s not uncommon for investors, including fiduciaries, to not have a full picture of what is held in their or their client’s investment portfolio. As
Leaving Your Job? Get Your Finances Squared Away
October 18, 2022
Thinking about leaving your job? You’re not alone. In November 2021, the nation’s quit rate reached an all-time high. Citing low pay, lack of advancement
The Prudent Perspective – Q3 2022
October 13, 2022
A few years ago, Epicurious invited 50 people into their studios to attempt at cracking a walnut. The participants engaged a wide range of tools and devices—hammers, knives, mallets, meat tenderizers, screwdrivers, and fingers were all painstakingly employed to try to crack open these hard shells.
Tax Strategies: Building a Better Financial Plan
October 7, 2022
When you’re building out a financial plan you might consider things like monthly budgeting, retirement, estate planning, emergency funds, or long-term investments. But are you
7 Best Finance Podcasts to Add Into Your Rotation
September 28, 2022
Podcasts are a dime a dozen these days. From pop culture to sports to parenting, you can find a podcast on just about any topic
Is a 529 Plan the Right Move When Education Planning?
September 23, 2022
College can be expensive. In fact, tuition inflation over the last decade has averaged 4.635%. Education planning is now a long-term financial consideration for many
Protecting the Trustee from Investment Related Litigation
September 16, 2022
Fiduciaries of all types are under scrutiny for implementing practices that are in the best interest of beneficiaries of the trust they manage. Liability can
Financial Conservatorships: Managing Conservatee Assets
September 7, 2022
Whenever my five-year old finds coins on the ground, he gets really excited. He’ll pick up that penny or a quarter and exclaim, “Look at
Power of Attorney vs Trustee: What’s the Difference?
September 2, 2022
When it comes to estate planning there are terms and titles that people often use interchangeably. Power of attorney, executor, trustee, and beneficiary are just
Investing in Robinhood: Beneficiary Support Now Included
August 24, 2022
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.