When people think about financial planning, investing often comes to mind first, and for good reason. After all, a well-managed portfolio can generate returns that…
As the U.S. election on November 5th approaches, uncertainty about what lies ahead is on the rise—particularly regarding how global markets might respond. While media…
When someone is looking for a financial advisor, they may hear from friends, talk show hosts, or newspaper columnists recommending a NAPFA advisor. However, most…
In the fall of 2022, surging interest rates—driven by the Federal Reserve’s aggressive efforts to combat inflation—caused significant turbulence in both stock and bond markets,…
Earlier this year, the IRS provided long-awaited guidance related to the SECURE Act of 2019 on the treatment of retirement accounts inherited after December 31,…
There are many approaches when it comes to investing. At one end of the spectrum is passive investing. Passive investors believe that because markets are…
