The third quarter of 2019 witnessed the Federal Reserve lower its Fed Funds Target Rate twice, with a cumulative reduction of 0.50% from 2.5% to 2.0%. The initial rate reduction on July 31st helped foster a fixed income rally [...]
Why Is an Insurance Review Needed? Permanent (cash value) life insurance can be a significant asset on a personal balance sheet—yet it is often the most neglected asset for two reasons. First, it is commonly misunderstood [...]
Retiring abroad is a popular option for many Americans. Some U.S. expat employees may spend their careers abroad and desire to remain in that foreign country for retirement. Other American expat retirees seek adventure by retiring [...]
Mariella Foley, Wealth Advisor at Round Table, begins her Women of Clarity podcast series – aimed to inspire women to become more involved in planning for their financial future. In this kickoff series, Mariella had the pleasure of sitting [...]
The repurchase market (or “repo market” as it is commonly referred to) is one of the largest markets in the world with over $2 trillion of daily transactions. It underpins much of the financial system, impacting [...]
As a CPA and financial advisor, clients often ask me for ways to reduce taxes. Since the enactment of the Tax Cuts and Jobs Act of 2017 that limited state and local tax deductions to $10,000, many clients, particularly [...]
The financial services industry is attempting to move away from harmful sales practices toward more customer-friendly standards. Much has been written about the Securities and Exchange Commission's Regulation Best Interest adopted in June 2019 that governs the sale of investments. [...]
This paper is the second part of a two-part series. In the first part, we discussed the considerations involved in evaluating different pension options. As follow-up, this second part will discuss whether there is [...]
This paper is the first part of a two-part series. In the first part, we discuss the considerations involved in evaluating different pension options. As follow-up, the second part will discuss whether there is [...]
Finding the capital to make investments, whether into your business or other traditional investments, can often be challenging. The more stringent lending rules emanating from the latest economic downturn have made it even more difficult. For many investors, the [...]
