Gift Tax: What Is It and Who Pays It?
Did you know that you may be responsible for taxes on monetary gifts to others? While it pays to be generous, it’s important to understand the federal gift tax and avoid triggering it if possible.
Is It Better to Pay Off Your Mortgage or Invest?
Does it make more sense to pay off your mortgage or increase the amount you invest? To make the most informed decision, we encourage all our clients to consider the benefits and drawbacks of each decision.
How to Hedge Against Inflation
An individual’s buying power can quickly be eroded during periods of high inflation. The following tips can help position your portfolio to perform.
The Benefits of Municipal Bonds
Who Should Consider Investing? Not all diversified portfolios are created the same. Each requires a tailored mix of asset classes, namely stocks and bonds. Stocks drive the growth of a portfolio, whereas bonds provide income and capital preservation. Not all bonds are...
4 Keys to 401(k) Success
Understanding some basic things about your 401(k) can help you build your wealth effectively. Here are four things you can do to take advantage of your workplace retirement plan.
The Young Investor’s Playbook
Disciplined investors understand not only that market downturns occur but also the opportunity that follows them.
Podcasts
Reasons to Be Optimistic
This month, Peter Mallouk and Jonathan Clements discuss today’s widespread pessimism — and why it should make investors optimistic about the financial markets. They also discuss opportunities presented by this (and every) bear market and offer tips on Roth conversions and term life insurance.
Not Your Average Bear
This month, Peter Mallouk and Jonathan Clements discuss how high demand, low unemployment, and supply chain disruptions played into the current bear market, what this bear market has in common with bear markets past and why market timing doesn’t work.
Why This Bear Market Is Different
This month, Peter Mallouk and Jonathan Clements discuss how this bear market differs from others in recent history, what options to consider if you have extra cash to invest and why you might want to rebalance.
Editor’s Pick
How to Hedge Against Inflation
An individual’s buying power can quickly be eroded during periods of high inflation. The following tips can help position your portfolio to perform.
Latest from Peter Mallouk
Markets in Turmoil
Peter Mallouk breaks down what’s going on in the financial markets and what scenarios could unfold in his latest article.
Browse All Insights
Gift Tax: What Is It and Who Pays It?
Beyond the Account Balance – Factors to Consider When Dividing Assets in a Divorce
Is It Better to Pay Off Your Mortgage or Invest?
How to Hedge Against Inflation
Determining Who Should Inherit Your Wealth
Your Financial Flight Plan
The Benefits of Municipal Bonds
4 Keys to 401(k) Success
The Young Investor’s Playbook
Preparing for the 2025 Tax Sunset
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