…the 7520 rate) for a period (the term). At the term’s expiration any remaining assets pass free of gift, estate, and income tax to remainder beneficiaries (either outright or in…
…and methods to check the validity of investment proposals. One due diligence test, which requires little technical skill, is to consider the basic premise that if this money manager was…
…annually. Liam’s monthly $100 contributions earning 4% compounded annually. Source: Compound Interest Calculator | Investor.gov In finance, compounding interest means you earn interest on your contributions (in this example, savings)…
As the United States economy recovers from the pandemic and the Federal Reserve moves into a tightening phase, uncertainty abounds as commercial real estate investors work to forecast the effects…
…out if you have questions or would like to discuss your own situation. [1] https://www.barrons.com/articles/bofa-recession-soft-landing-economy-f2ce2c1e [2] https://gasprices.aaa.com/ [3] https://www.fitchratings.com/research/sovereigns/fitch-downgrades-united-states-long-term-ratings-to-aa-from-aaa-outlook-stable-01-08-2023 [4] Strategas Disclosures This material is solely for informational purposes and…
…to be human – encompassing our emotions, intuitions, passions, and reflective capacities – it becomes evident that these models are not truly human. They are tools, exceptional ones at that,…
…its 10 largest car company competitors combined in the space of only a few short years.5 I am not suggesting Tesla is a “perfect” company; it is not, even by ESG…
…free of estate/gift tax. A common variation on intra-family loans is for a seller (grantor) to sell an asset to a beneficiary using seller financing. If the asset that is…
…mind. End Notes 1 https://www.americanpressinstitute.org/publications/ reports/survey-research/americans-news-consumption/ 2 https://animals.howstuffworks.com/ animal-facts/dangerous-moose.htm 3 https://en.wikipedia.org/wiki/Shark_attack#targetText=In%20the%20United%20States%2C %20 even,than%201%20in%20264.1%20mil Disclosures This material is solely for informational purposes and shall not constitute a recommendation or offer to…
…withdrawn tax-free as long as they are used for qualified educational expenses. Because 529 plan assets grow free of tax, these plans are frequently started when the future student is…
…resources available to assist you. By following some best practices established by families who have been down this path already, your family can be prepared to come together, plan for…
…re-shoring of particular industries for national security purposes. One example is Ireland, where approximately 25% of our pharmaceuticals are manufactured. Companies such as Pfizer, Merck, Abbvie, and Johnson & Johnson…
