The Bull Market Is Still Young The S&P 500 is up close to 25% on the year, making this one of the strongest election years ever. That right there is a big reason to be thankful. We remain optimistic that this bull market is alive and well, and are also thankful that this bull market …
It can be a confusing process for the uninitiated when it comes to estate planning. Do I need a will or a trust? What is a trust? What is probate? What will happen to my assets when I die?
Published by Ron Carson | @RCHusker At our firm’s annual retreat, we set our most important goals for the coming year. During one recent retreat, I held up a sign above the list of goals. It said, “No new.”
I feel wealthiest when I’m surrounded by my loved ones and dear friends; those who have shared laughter and tears, joys and sorrows, successes and failures. The ones who I can see every day or never at all, but still feel like we share a life.
What is a financial plan? I define it as a road map to a confident financial future. Risks are identified, planning opportunities are strategized and the likelihood of accomplishing all financial goals is increased.
By Scott Ford, founder and CEO of Cornerstone Wealth Management Group In my spare time, I enjoy spending time reading about investments and wealth management strategies. I recently came across an article that cited Wagner’s Rules for Investing, which include: Spend less than you make Save a …
Published by Beth Schanou, Director of Wealth & Estate Planning Estate plans can be structured differently depending on a person’s situation and intentions. What is the difference between a will and a trust? A will and a trust are separate documents to pass assets to heirs after death, …
