Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

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Understanding the Alternate Valuation Date

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Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

Budget Check Up: Tax Time Is the Right Time

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.

The Sequence of Returns

The Sequence of Returns

A look at how variable rates of return impact investors over time.