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
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.
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
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
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
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.
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
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
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
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
Deep down below the surface of the average conscience a still, small voice says to us, something is out of tune. – Carl Jung A
Since 2018, Prudent Investors has used TD Ameritrade (TD) as its custodian to custody its client assets. In November 2019, Charles Schwab (Schwab) announced that