Reading Time: 3 minutes Investing in the financial markets can be scary, especially when many factors affect the future of market trends. However, understanding critical economic indicators can provide valuable insight into possible market movements, helping you make...
Reading Time: 3 minutes When it comes to evaluating the performance of your investments, two key metrics often arise: Compound Annual Growth Rate (CAGR) and Arithmetic Average Return (AAR). While both measure the growth of your investments over a specific period, they...
Reading Time: 3 minutes The process of transferring wealth from one generation to another is a delicate and impactful decision, and there are several strategies that you can pick from to do so. Research shows that 70% of family wealth is lost by the second generation,...
Reading Time: 3 minutes Most can acknowledge that the world of finance and investments can sometimes seem very confusing. However, if we look closer, patterns, especially in areas like inflation, stocks, bonds, and global events, can come up. It’s crucial for...
Reading Time: 3 minutes The 2017 Tax Cuts and Jobs Act (TCJA) increased almost twice the lifetime estate and gift tax exemption. It elevated the individual exemption from $5.6 million to $11.18 million. It raised the exemption for couples from $11.18 million to $22.36...
