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What is Index Investing? History, Construction, Weightings and Factors
The subject of index investing is one of the most popular topics of the investment industry. It is written about constantly in business magazines, newspapers, and websites and generally comes with the...
View ArticleMarket Correction: What It Is and Why Market Corrections Matter
The domestic and international stock markets have started 2022 with a level of volatility unseen for the past few years. The rather benign market conditions, over the last 10 years, have lulled...
View ArticleWhat are the Limits for My Investing and Spending Accounts?
As Spring springs and we approach the end of the first quarter of 2022, it is a good time to familiarize yourself with the changes to the more popular savings vehicles. It is imperative to understand...
View ArticleDoes Cryptocurrency Get a Step-Up in Basis Upon Death?
With the rise of virtual currency – such as Bitcoin or Ethereum – there are many investors that have significant unrealized gains embedded in their holdings. But when someone passes away, their...
View ArticleWhat Assets Get a Step-Up in Basis at Death?
With the death of a loved one, one question we often get is, “What assets are entitled to a step-up in basis and what assets aren’t entitled to a step-up in basis at death?” To define what we mean by...
View ArticleDo NFTs Get a Step-Up in Cost Basis at Death?
With the adoption of digital assets such as non-fungible tokens, or NFTs, questions around estate planning will become more prevalent. At the date of death, many assets “step-up” in basis, effectively...
View ArticleWhat Should I Do With My Old 403(b)? 5 Options to Consider
You may have recently changed jobs and are wondering, “What should I do with my retirement account that was established through my former employer’s retirement plan?” If you work for a university,...
View ArticleAre No-Fee Custodians Really Free?
In the world of investing, it is important to have your money and securities held securely. The vast majority of these investments are held through a custodian. These custodians – Fidelity, Charles...
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The 2022 Sell-Off: Making Sense of the Markets
The market weakness in 2022 has continued to accelerate, driving equity prices lower. While it may feel like a pretty extreme selloff, the S&P 500 selling off 15% is fairly normal, occurring every...
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Making Up For Lost Time: Prepping for Return to Normal Spending in 2022
I originally wrote this blog post in July 2021. I am updating the post as a great deal has changed in our lives since last summer. We are still dealing with the impact of COVID on a daily basis;...
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What is a Recession and Why a Recession Matters
We have experienced quite a start to the year. The equity markets have had a difficult start to 2022, with the S&P 500, the Dow Jones Industrial, and NASDAQ all seeing double-digit losses. Many of...
View ArticleWebinar: State of the Market Halfway Through 2022
When it comes to finances and investing, 2022 has started in a rocky fashion. The lasting impacts of COVID-19 – including its continued effect on supply chain snags – and Russia’s invasion of Ukraine...
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Inflation Nation: What’s Behind the Current Inflation?
If we think back to the outset of 2021 – which feels more like 10 years ago than a year and a half – it was easy to overlook inflation, while we focused on rolling out COVID-19 vaccines and the start...
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The 83(b) Election and Restricted Stock Plans
Employee stock grants can be an excellent benefit, but they can also be complicated, especially when they involve restrictions and vesting schedules. Stock grants also come with significant tax...
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ABLE Accounts in Wisconsin: Key Things to Know for WI Residents
There are many types of accounts for individuals to employ as part of their saving and investment plan – IRAs, HSAs, FSAs, 529 plans, and more. However, there is one account that we haven’t covered...
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