Financial Planning

Grantor retained annuity trusts (GRATs) gained popularity in 2000 after a favorable ruling by the U.S. Tax Court toward a wealthy family in the retail business.

Stocks finished the last week of June and Q2 mixed as investors digested a fresh round of economic data.

In February 2018, Jerome Powell was appointed as Chair of the Board of Governors of the Federal Reserve System. He became the 16th chair to take over the helm of the world’s most influential central bank.

A money market fund, not to be confused with a money market account, is a type of mutual fund that invests in instruments like cash equivalents and short-term debt-based securities, which can also include U.S. Treasury Bonds.

Stocks notched a solid gain last week, driven by the Fed’s decision, May’s inflation report, and Apple’s AI-related news.

Driving may be a rite of passage for teenagers, but for parents, having a teenage driver can be stressful and expensive.

Most portfolios are constructed based on an individual’s investment objective, risk tolerance, and time horizon.

Last week’s stock performance was mixed, following investors’ reaction to the Fed’s May meeting minutes, while a handful of mega-cap tech companies created a buzz with their news.

Ancient Chinese merchants were said to have developed a unique way to manage their risk. They would divide their shipments among several different vessels.

Did you know that an estimated $13.5 trillion in assets are indexed or benchmarked to the Standard & Poor’s 500 Composite Index, including $5.4 trillion in index assets?