AdvicePeriod, Author at AdvicePeriod

Monthly Market Commentary

January 2025 Market Commentary

Please find our most recent market review below. We hope these perspectives are valuable to you. - The AdvicePeriod TeamKey Observations The S&P 500 index posted impressive gains of over…

AdvicePeriodJanuary 10, 2025

Retirement Planning

Consider a “Bucketing” Retirement Strategy

If you’ve saved enough for a secure retirement, congratulations! But accumulating sufficient assets is just part of the story when it comes to setting yourself up for a comfortable retirement.…

AdvicePeriodDecember 11, 2024

Wealth Planning

A Year-end Wealth Review Checklist

The final month of the year is synonymous with holidays, get-togethers and general busyness. But these last few weeks of 2024 are also a crucial window to make sure you’re…

AdvicePeriodDecember 11, 2024

Monthly Market Commentary

December 2024 Market Commentary

Please find our most recent market review below. We hope these perspectives are valuable to you. - The AdvicePeriod Team Positive Sentiment Drives Markets Higher Gains Fueled by Tech and…

AdvicePeriodDecember 9, 2024

Charitable Giving

Charitable Giving: Specialized Trusts Tailored to Your Goals

Trusts are powerful tools for estate planning, including charitable giving. They can deliver tax benefits, allow their creators control over asset distribution and even provide ongoing income. But while all…

AdvicePeriodNovember 18, 2024

Retirement Planning

Medicare Open Enrollment: What You Need to Know

Medicare’s open enrollment period is underway, allowing recipients to make changes for 2025. If you want to switch from original Medicare to Medicare Advantage, or vice versa, now is your…

AdvicePeriodNovember 18, 2024

Monthly Market Commentary

November 2024 Market Commentary

Please find our most recent market review below. We hope these perspectives are valuable to you. - The AdvicePeriod Team Rising Yields, Strong Growth Consumer and Government Spending Bolster Growth…

AdvicePeriodNovember 7, 2024

Retirement Planning

The Dec. 31 Deadline for RMDs: What You Need to Know

With the end of the year approaching, it's time to make sure you’ve taken, or have a plan to take, required minimum distributions (RMDs) from your retirement accounts. As a…

AdvicePeriodOctober 16, 2024

Estate Planning

SLATs: A Marriage of Tax Benefits and Flexibility

An irrevocable trust can be a powerful estate planning tool, allowing households to reduce estate tax liabilities, shelter assets from lawsuits and control how and when family wealth is distributed…

AdvicePeriodOctober 16, 2024

Monthly Market Commentary

October 2024 Market Commentary

Please find our most recent market review below. We hope these perspectives are valuable to you. - The AdvicePeriod Team The Fed Pivot The Fed cuts by 50 basis points…

AdvicePeriodOctober 8, 2024

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January 2025 Market Commentary

Consider a “Bucketing” Retirement Strategy

A Year-end Wealth Review Checklist

December 2024 Market Commentary

Charitable Giving: Specialized Trusts Tailored to Your Goals

Medicare Open Enrollment: What You Need to Know

November 2024 Market Commentary

The Dec. 31 Deadline for RMDs: What You Need to Know

SLATs: A Marriage of Tax Benefits and Flexibility

October 2024 Market Commentary

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