Archive for January 2023

Growth Stocks vs. Value Stocks

Stock investing is an important engine of growth in your portfolio, but deciding on an investing strategy and particular stocks can be challenging. When designing a diversified portfolio that minimizes risk, it can help to think of stocks as falling into one of two categories: growth stocks and value stocks. Both growth and value stocks…

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3 Major Financial Challenges of High-Net-Worth Individuals

High-net-worth individuals face unique financial challenges. Here are the three of the biggest we typically encounter. Wealth Transition You want to pass on your wealth to the people and causes of your choosing, not to the government. This requires ample preplanning with your advisors, attorneys, and insurance providers. Tax Complexities Reducing your tax bill during…

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The Advantages of a Family Trust

Family trusts are an important tool for managing wealth across multiple generations. They can help you avoid the time-consuming and costly process of probate, keep your assets private, minimize taxes, and ensure that your wealth is distributed according to your wishes.  Family trusts tend to be most appropriate for families with large estates or a…

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