If you’re interested in the advantages of foreign diversification for asset preservation and estate planning, this is the conversation for you. This week’s guest on the show is Mikkel Thorup, the CEO of Expat Money™,…
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You may recall that at the beginning of 2021, the stock prices of AMC and GameStop skyrocketed. There were numerous news articles about people driving up the prices of companies that were not otherwise exceptionally…
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Last week, President Joe Biden announced a new student debt forgiveness that promises to cancel $10,000 of student debt for low- to middle-income borrowers. Since then, this topic has become somewhat controversial and has ignited…
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Even when the influx of a large amount of money is a happy event, it can provoke many uncomfortable feelings. There can be even more emotions at play when it is an inheritance, a sale…
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Cryptocurrency as an investment is relatively new, especially compared to other investment vehicles such as stocks and bonds. Because of this, there is a lot of confusion and a lack of guidance around how taxation…
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The advantage of the Roth IRA is that you pay the taxes before you contribute, so your money grows tax-free, and no taxes are due on withdrawals. The problem is that the account is considered…
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Marriage is, for many people, the foundation of a happy life. But modern living puts pressure on us in so many ways, and money is often at the core. Finding a way to build trust…
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Employees of publicly traded companies are often granted company stock as part of the compensation package. From a portfolio management perspective, holding outsize amounts of stock in the same company that provides income can increase…
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July Recap and August Outlook July marked the best month for the markets since November 2020. What happened, after the rout of the first half? Some ideas: It’s a bear market rally sparked by better-than-expected…
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In our financial planning firm, we come across many people who are raising the question of whether or not their old life insurance policies are worth maintaining. However, it is important to know that there…
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