At the tail end of what had been a relatively quiet quarter, global stock markets suffered a sharp two-day sell-off following the surprise vote on June 23rd by the United Kingdom to exit the European Union. Despite the dire predictions made immediately after the vote, the decline was
When parents save for college, they assume that they will need to cover four years
There are two main ways that today’s families save for college costs: one is the 529 savings plan, and the other is through a custodial account, typically an UTMA account (Uniform Transfer to Minors Account.) In the past, clients may have used Uniform Gift to Minors Accounts (UGMAs) but most cust
Following a strong finish to 2015, financial markets took investors on a harrowing ride during the first quarter of 2016. After losing 11% of its value in the first six weeks of the year (through February 11th), the S&P 500 Index reversed course and finished the quarter in positiv
Two ways to optimize Social Security benefits, known as “file and suspend” and “restricted application,” were eliminated for most pre-retire
Divorce can do much more than officially shred a marriage certificate.