03/11/2016
Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.
Put It in a Letter
A letter of instructions provides additional and more personal information regarding your estate.
03/09/2016
The tax rules that govern donating art are complex and confusing.
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
03/07/2016
Has your household net worth recovered from the financial crisis?
Making Sense of U.S. Household Net Worth
A look inside the U.S. government's statistics on household net worth.
03/04/2016
Estate tax laws have been around since 1797. Are you comfortable with your estate strategy?
Do You Feel Lucky?
Recent changes in estate tax laws could affect the strategy you have in place.
03/02/2016
Nobel-prize-winning investment research.
The Ivory Tower Changes Wall Street
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
02/29/2016
You face sequence of returns risk. Know what it is?
The Investment Risk No One’s Ever Heard Of
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
02/26/2016
When was the last time you updated your will?
Will Power
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
02/24/2016
Here’s a look at what goes into creating a $20 bill and what determines when a bill’s lifespan ends.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
02/22/2016
The beans brewed for your morning coffee may have changed hands many times
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
02/19/2016
Are you overpaying your ? Here’s six overlooked .
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.