“Defer! Defer! Defer!” is the common tax advice when choosing IRAs and 401Ks, but Ed Slott, the author of “The Retirement Savings Time Bomb Ticks Louder”, encourages facing the tax immediately instead of our current economic factors. The total debt of the U.S. government was $34.67 trillion as of June 6th, 2024 an [READ MORE]
A List of Legal Perks to Getting Hitched in the US Hollywood would like us to believe that the sole purpose of marriage is love. While that’s the ideal, we know marriage in the US has a cornucopia of legal benefits that make getting hitched well worth it. Here is a list of [READ MORE]
An Exchange Trade Fund, or ETF, is a package of securities that is bought or sold through a brokerage firm. It’s offered to help lower your risk and exposure while diversifying your portfolios. Active ETFs are great when developing and launching a new strategy and have lower expense ratios than mutual funds. However, it [READ MORE]
It’s no secret that Gen Z and Millennial generations of taxpayers are seeking wealth advice primarily through social media. A survey of 1,009 people in January 2024, commissioned by Forbes Advisor and conducted by market research company Prolific, found that 79% of members of the Millennial and Gen Z generations have gotten wealth advice [READ MORE]
Whether you’re fascinated by AI or not, it is essential for everyone to stay knowledgeable about the newest AI tools that are enhancing companies’ competitive advantage. Today we’re diving into two exceptional AI tools that’ll help your company grow organically. Vanilla is an estate planning technology firm. They exemplify embracing AI to modernize [READ MORE]
While working as an RIA, flying solo isn’t always as cool as it sounds and many RIAs are joining forces as “advisor teams”. Studies have found rapid organic growth with advisor teams. Working as a team leads to a more diverse pool of knowledge, a better pool of resources, and higher productivity. Compared [READ MORE]
It feels like the term AI, or Artificial Intelligence, is EVERYWHERE these days. Those who feel apprehensive about adopting more tech into their daily systems: we see you; we hear you, and your feelings matter…but change is happening, and it’s time to get comfy in the transition. The question is, are we ready for [READ MORE]
Anyone with a smartphone and access to Google can invest their money, and they do…poorly. The hard lesson learned by new independent investors is that investing in the expertise of an RIA (Registered Investment Advisor) is a worthwhile investment. Hybrid firms are on the rise in 2024, and we need to talk about [READ MORE]
