In the last decade, the S&P 500 has rallied 200 percent, yet many Americans are less willing to invest in the market than they were before 2008. Roughly three quarters of Americans, or 74 percent, […]
But transparency and open conversations must take place, Timmons says. Referring to the shock of the study’s title, she said, “You’d never let someone not answer your question if you were asking about an STD.” […]
Advisors should be aware of and sensitive to your tax situation, but sometimes problems may be hard to detect unless you know where to look. For example, the client may not disclose all the accounts […]
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