Letitia Berbaum AIF is COO & Partner at The Zandbergen Group, specializing in wealth management for families, widowers, and entrepreneurs. getty Recently, I’ve found myself and many of my clients watching our parents age. Along with that, we’ve seen the struggle that can ensue when they are trying to manage their affairs. If your parents…
Travis Forman, CEO and Founder of Strategic Private Wealth Counsel. getty The holidays are a great time to celebrate with loved ones and to get serious about finances. While that’s the last thing many of us want to do, the benefits can be enormous—especially for those holding a sizable portfolio. Anyone who has investable assets…
Upward arrow made of dollar banknotes on white background – Concept of growing and upward trend of … [+] dollar currency getty For years growth stocks were hot, right up until they were not. But lately value stocks have taken over in a big way. And what’s better for investors is the trend of outperformance…
A common strategy many investors use around each quarter’s 13F reporting period is to “follow the smart money.” This strategy works most of the time, but this year, investors who have done so have watched their portfolios shrink rapidly and dramatically — along with most of the hedge fund industry. Close-up of sign with logo…
WASHINGTON, DC – DECEMBER 20: President Donald Trump, flanked by Republican lawmakers, celebrates … [+] Congress passing the Tax Cuts and Jobs Act on December 20, 2017. (Photo by Chip Somodevilla/Getty Images) Getty Images During the recent congressional election campaign, House Republicans said one of their top priorities would be to make permanent the individual…
China Last Night KraneShares Key News Asian equity markets were largely higher as Hong Kong outperformed, Japan underperformed, and the Philippines were off for Bonifacio Day in honor of national hero Andres Bonifacio who helped spark the Philippine Revolution of 1896 according to the Google GOOG . CNY gained +1.06% versus the US dollar overnight…
The shares of DocuSign (DOCU) have been struggling to rebound from their Nov. 9, three-year low of $39.57. Long-term pressure at its 100-day moving average has helped guide DocuSign stock lower in recent months, and the shares are down 69.3% year-to-date. Now may not be a good time to bet on a rebound, either, as…
Slowdown Ahead? A Jobs Report Preview Photo credit: Shutterstock The next jobs report will be released on Friday, and it’s bound to make the headlines. After all, jobs are an important economic driver, and many are expecting to see a slowdown. So, let’s take a closer look at those expectations—and what bad news could mean…
BEIJING, CHINA – MAY 20: A man looks at his smartphone as he walks past the People’s Bank of China … [+] (PBOC) building on May 20, 2022 in Beijing, China. (Photo by Jiang Qiming/China News Service via Getty Images) China News Service via Getty Images China embarked on a quest to internationalize its currency…
BRAZIL – 2019/06/01: In this photo illustration an Organization for Economic Cooperation and … [+] Development (OECD) logo is displayed on a smartphone. (Photo Illustration by Rafael Henrique/SOPA Images/LightRocket via Getty Images) LightRocket via Getty Images Tax Notes chief correspondent Stephanie Soong discusses how countries are approaching implementation of the OECD’s two-pillar corporate tax reform…