You can reduce the number of account-related documents and disclosures you are currently receiving by US Mail by updating the delivery preferences at the custodian of your account(s). This e-delivery option is generally found under the account settings menu once... Read More →
Market-linked income notes may offer a solution for investors to the low bond yields currently available. These notes are issued by financial institutions and pay a relatively high contingent yield based upon the performance of one or more underlying stock... Read More →
The S&P 500 dropped in value by more than 50% in the 18 months between October 2007 and March 2009. We recently celebrated the 10-year anniversary of the S&P 500 climbing from that low point in early March 2009. During... Read More →
Some of our clients have asked that a portion of their portfolio be invested in cannabis-related stocks. It’s impossible to ignore this as a new growth sector. Canada became the first G7 nation to legalize cannabis in October 2018. More... Read More →
Assets invested more conservatively to avoid stock market risk must still provide a reasonable contribution to portfolio return. This is currently complicated due to the risk of bonds falling in value in a rising interest rate environment. However, the bond... Read More →
Who This Applies To: Traditional IRA owners who are at least 70 1/2 Benefits to you: Making your charitable gifts directly from your IRA can result in three possible benefits Reduction in taxable income A decrease in the taxable portion... Read More →
Who this applies to: Those individuals that make supplemental contributions to 403(b) and 457 retirement plans Benefits to you: Designating contributions as Roth can potentially lower taxes in three ways Paying taxes now at a lower rate than might be... Read More →
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While your investment options are increasing with the new UNC System’s Retirement plans, so is standardization of how your investments could be managed. The options offered in Tier 1 are a set of mutual funds that managed solely based upon... Read More →