The Best States For Retirees
While clients think about how much income tax they’ll have to pay in retirement, we have found that the calculation is much deeper. First, as clients retire, their income typically drops substantially and moving to Florida or some other state with a low-income tax rate may not be worth the effort of moving.
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The Top Three Things We Have Learned About The New Tax Law
For the last two months, our Private Client Group has been focused on year-end tax planning. Our team has performed dozens of tax projections and has found several items about the new tax law that don’t seem to be getting much attention.
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Should You Invest Like Harvard?
Many people think the smarter you are and the more sophistication you bring to your portfolio, your performance will be better. This is a big reason that hedge funds continue to attract assets. Well, what if we had a chance to look at the smartest people in the world to see if that theory holds water?
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Five Ways To Combat Inflation; An Underrated Risk
One of the most underrated risks for investors today is inflation. Most likely, that is due to the recency bias all of us tend to exhibit. The fact that inflation has been tame for the last 30 years leads many to think that this will continue indefinitely.
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Wisdom, Experience, and Life Lessons
It is always wise to listen to those who have come before us. They have experience and wisdom that younger generations lack. That is why I found the post done by WSJ columnist Jonathan Clements so insightful. Here are 11 changes he sees in himself, and others, as they age.
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