Families that have children who are adopted, or stepchildren who haven’t been legally adopted, may face unique estate planning challenges. Additional consideration must be taken when a family includes an unmarried couple in a long-term relationship and one person...
Today’s brew of geopolitical threats, inflation trends, rising interest rates, recessionary fears, and lingering COVID concerns have created an extra level of uncertainty. The market’s volatile reactions to it all may have left you wondering whether, this time, seemingly...
While there’s a wide range of numbers by which to measure inflation—such as the cost of energy, food, housing, and healthcare—they all share one point in common: by nearly any measure, it’s higher than it’s been in quite a...
McCullough joins Mowery & Schoenfeld with experience, expertise, and unfailing client dedication. For the past 15 years, McCullough has served in leadership roles, most recently Senior Vice President Wealth Advisor and head of the Lake Forest office of a...
If you are active in charitable giving, you may want to consider a donor-advised fund (DAF) to support the organizations you are passionate about. A DAF—typically sponsored and managed by a community foundation or commercial investment company—offers many of...
Evidence-based investors build and manage their portfolio based on what is expected to enhance future returns and/or dampen related risk exposures, using the most robust evidence available to make these calls. This also means sticking with your long-view, evidence-based...
At the most recent Federal Open Market Committee (FOMC) meeting, the U.S. Federal Reserve raised its federal target funds for the first time since December 2018. The Fed has increased the target funds rate by 0.25%, bringing current rates...
We believe the best reason to invest is to create or preserve enough wealth to fund your future goals, even as inflation nibbles away at our money’s spending power over time. An additional, immediate reward comes from the tranquility...
Have you been reading the daily headlines, watching markets stall, recover, and dip once again? If so, you may be wondering whether there’s anything you can do to avoid the motion sickness. If you already have a well-structured, globally...
As if we didn’t already have enough investment strategies to choose from, a (sort of) new one has been receiving extra attention lately: direct indexing. If you’ve read about it, you may be wondering what it is, how it...
Happy New Year! Now that 2021 is a wrap, one of the best presents you can bestow on yourself and your loved ones is the gift of proper preparation for the rest of the year. Want to get a...
In our last two pieces, we covered some tools of the tax-planning trade, as well as how to deploy them for tax-efficient investing. But tax planning is not just for your investments. Life happens, often unpredictably. We are here...
