Types of Stock Market Analysis

There is no shortage of analysis for anyone interested in investing. A search for the term “stock market analysis” will bring up millions of results on your favorite search engine. The majority of stock market analysis can be lumped into three broad...

Understanding the Alternate Valuation Date

When an individual dies, the executor is faced with an important decision that has the potential to impact the taxes owed by the estate and its heirs. The executor will have the option of valuing the estate on the date of death, or alternately, on the six-month...

June 23, 2025 Weekly Market Insights

Stocks were mixed during the holiday-shortened trading week as uncertainty over conflict in the Middle East weighed on investors. The Standard & Poor’s 500 Index slipped by 0.15 percent, while the Nasdaq Composite Index rose by 0.21 percent. The Dow Jones...

Retiree Health Care Coverage Overseas

According to the AARP, an estimated 44% of Americans over the age of 50 expect to travel internationally in 2025.1 Overseas travel may be one of the more popular aspirations in retirement, but it does beg an important question: Will your health insurance coverage...

Put It in a Letter

American actor Lee Marvin once said, “As soon as people see my face on a movie screen, they knew two things: first, I’m not going to get the girl, and second, I’ll get a cheap funeral before the picture is over.” Most people don’t spend too much time...