Trust administration is a crucial component of estate planning, ensuring that your assets are properly distributed according to your wishes after your passing. Consulting an experienced estate attorney can provide the necessary expertise to navigate trust administration efficiently and effectively, safeguarding your family's financial future and avoiding costly mistakes.
Market & Economy Report as of June 30 2025
The Top Issues You Need to Know About When Co-Owning Property with Your Children
Markets Look Forward. So Should Investors.
Not all market volatility is created equal
Bearish Sentiment
Understanding the 2025 Gift and Estate Tax Exemption Changes
Now in 2025, the annual gift tax exclusion has increased to $19,000 per individual, while the lifetime estate and gift tax exemption has risen slightly to $13.99 million per individual. While these amounts are close to 2024 levels, they may be the last adjustments before the scheduled 2026 reduction.
Can You Predict Postelection Winners?
Markets quickly incorporate new expectations following election outcomes. Once the ballots are counted, stock prices reflect, in real time, investor expectations about things such as regulatory or tax policy changes. When these new expectations are baked into prices, we should not expect an election effect to persist.
About Mutual Funds/ETFs and Why We Use Dimensional
The Small Cap Value Smackdown! Update Nov. 12, 2024
Why did DFA win? First, DFA provides a greater tilt towards small and value. Another is that DFA uses techniques to overcome the large bid ask spread that exists for very small thinly traded stocks. Finally DFA also utilizes the profitability premium, which joins small and value as one of the pervasive market premiums available to investors.
Vote with Your Ballot, Not Your Life Savings
When people feel uncertain, they may be tempted to make investment decisions based on how they think elections might unfold. But there’s nothing in the historical data that’s strong enough to warrant changing your investment allocation based on who you think might win. In fact, trying to time the market may lead to costly mistakes. Investors are generally better off looking beyond elections and maintaining a steady approach to markets.
2024 Q3 Quarterly Market & Portfolio Report
In Q3 Stock Gains Stay in Focus, but Volatility Moves into the Frame
Nvidia’s $30 Billion Letdown
Ignoring the Bumps
There’s an important message here about not overreacting during a downturn—it could be a momentary blip in an otherwise upward climb for the markets. In fact, the Russell 3000 had an intrayear decline of at least 10% in 25 out of 45 years since 1979. In 17 of those 25, the index ended up for the year!