Concerns that a trade war will lead to a recession have spread around the globe. The possibility of retaliatory tariffs is on investors’ minds, with China responding with counter-tariffs, increasing the odds of a worst-case trade war scenario. Markets in Asia and Europe have declined alongside U.S. stocks. There has been a “flight to safety”…
Have you made a will? If you have, when was the last time you reviewed it? In this article, based on a webinar with legal expert Kevin Farrelly, you’ll learn more about the process behind making wills. Understanding the Estate Planning Process and the Role of Wills Wills are an essential part of the estate-planning…
Investing for retirement can be nerve-racking especially when the news cycle seems fixated on amplifying market turmoil. As an investor, you may be concerned when the onus is increasingly on you the individual investor to plan for retirement. Increased Market Uncertainty From President Biden’s announcement that he will not be seeking re-election, to a rotation…
Have you considered funding a Roth IRA for your child? To make a Roth contribution, your child must have earned income from a job. As a parent (or grandparent), you can contribute to this Roth IRA. Not only do you help your child get started on planning for retirement but you benefit by transferring assets…
