AdvicePeriod, Author at AdvicePeriod

Taxes News Investing Estate Planning

Big Tax Hikes Could Lie Ahead

We recently wrote that the House of Representatives’ new tax blueprint would jeopardize estate planning techniques that wealthy families have long relied upon. But the House proposal sharply increases income…

AdvicePeriodOctober 4, 2021

Taxes News Investing Estate Planning

Tax Legislation Would Make Estate Planning Much Harder

Last week, the House Ways and Means Committee released the first draft of a major tax bill, and it contains sweeping changes that should concern wealthy households. The proposals are…

AdvicePeriodSeptember 20, 2021

News

The Key to Protecting Older Loved Ones from Scams

There’s a reason financial scammers so often prey on older people: Compared with the general population, they’re likely to have more money, to be more socially isolated, to suffer from…

AdvicePeriodAugust 26, 2021

News Investing Investor Behavior

Why You Shouldn’t Sweat Record Market Highs

Should you keep your money in the stock market, or even add money when the major indexes are near all-time highs? It’s a question many investors are asking right about…

AdvicePeriodJuly 22, 2021

Press Release

Marty Bicknell and Steve Lockshin Join Forces as Leonard Green & Partners Invests in Mariner Wealth Advisors

Leading independent advisory firms Mariner Wealth Advisors and AdvicePeriod announce strategic merger to build a dominant client-centric, technology-enabled, fiduciary service provider of the future. Overland Park, Kan.– July 20, 2021 — Mariner…

AdvicePeriodJuly 20, 2021

Taxes News Estate Planning

Biden’s New Tax Plan: What to Expect

President Joe Biden campaigned for president on promises to spend big on infrastructure and social programs, with the plans to be paid for by new tax revenues on corporations and…

AdvicePeriodJune 28, 2021

Press Release

AdvicePeriod CFO Services Selected as a Finalist for WealthManagement.com Award

LOS ANGELES, CA. (June 10th, 2021) -- AdvicePeriod, a national network of like-minded advisors, has been selected as finalists for the WealthManagement.com Industry Awards. The publication’s industry awards recognize firms,…

AdvicePeriodJune 10, 2021

Investing Investor Behavior

Turbulent Markets: Why You Should Stay the Course

Everyone knows that losing money hurts. Behavioral finance research suggests that the pain associated with loss is roughly twice as powerful emotionally as the pleasure connected to gains. It’s important…

AdvicePeriodMay 26, 2021

News Investing

Rising Inflation and Interest Rates: What You Need to Know

How You Can Prepare for Rising Interest Rates and Inflation For the first time in a long time, rising interest rates and inflation are in the news. For many, this…

AdvicePeriodApril 27, 2021

Investing News

Gifts From the IRS: Breathing Room and IRA Opportunity

The IRS is giving individual taxpayers an extra month to file 2020 tax returns and make payments -- and the extended deadline means you have additional time to make IRA…

AdvicePeriodMarch 25, 2021

Cookie	Duration	Description
cookielawinfo-checbox-analytics	11 months	This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Analytics".
cookielawinfo-checbox-functional	11 months	The cookie is set by GDPR cookie consent to record the user consent for the cookies in the category "Functional".
cookielawinfo-checbox-others	11 months	This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Other.
cookielawinfo-checkbox-necessary	11 months	This cookie is set by GDPR Cookie Consent plugin. The cookies is used to store the user consent for the cookies in the category "Necessary".
cookielawinfo-checkbox-performance	11 months	This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Performance".
viewed_cookie_policy	11 months	The cookie is set by the GDPR Cookie Consent plugin and is used to store whether or not user has consented to the use of cookies. It does not store any personal data.

AdvicePeriod