Article-97379

September 23, 2020 |

Why Investors Might Think Twice About Chasing the Biggest Stocks

Average Annualized Outperformance of Companies Before and After The First Year They Became One Of The 10 Largest In The US Compared to Fama/French Total ...

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Article-97372

September 17, 2020 |

Can a Person Still Sign a Power of Attorney If They are Legally Incompetent?

A person cannot sign any legal document including one that would appoint a power of attorney if they are incapacitated. This is one of the ...

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Article-97368

September 16, 2020 |

What Happens When a House That Is Split Multiple Ways Is Rented, Passed or Sold at Death?

If you have a loved one who is elderly and owns a house that no longer has a mortgage on it, it is important to ...

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Article-97364

September 15, 2020 |

What’s Included in an Elder Law Agreement?

It is very common to sign an agreement or a contract with an attorney that you intend to work with and an elder law attorney ...

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Article-97337

September 10, 2020 |

Market Returns Through a Century of Recessions

What does a century of economic cycles teach investors about investing? Our interactive exhibit examines how stocks have behaved during US economic downturns. Markets around ...

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Article-97322

September 7, 2020 |

Ins and Outs of Emerging Markets Investing: Market Behavior and Evolution

Emerging markets are an important part of a well-diversified global equity portfolio. However, recent history reminds us that they can be volatile and can perform ...

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Article-97314

September 3, 2020 |

When Something Just “Doesn’t Feel Right?”

“I don’t know…something just doesn’t feel right,” you mumble through your mask to your primary care doctor while sitting on the examination table under a ...

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Article-97294

August 26, 2020 |

Election Year Politics and Stock Market Forecasts

A recent New York Times article discussed the stock market impact of Joe Biden winning the 2020 presidential election. The article quoted Lori Calvasina, head ...

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Article-97275

August 17, 2020 |

Tracking Your Digital Assets with Your Estate Plan

Most of the material you probably own that is an asset inside your estate plan is tracked in the form of paper. You might have ...

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Article-97248

July 29, 2020 |

Should I Transfer My New Jersey Home to My Child Now?

If you own an entire property in New Jersey or a portion of a property in New Jersey but live outside the state, there are ...

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The Family Financial Meeting: 10 Things Your Children Should Know Before They Need to Know Them

A family financial meeting can prepare adult children for future responsibilities without revealing every financial detail. Here are 10 things they should know before a crisis occurs. For many families, conversations about money happen only when circumstances force them to happen. A parent ...

<p>The post The Family Financial Meeting: 10 Things Your Children Should Know Before They Need to Know Them first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Are You Paying Taxes Today That You Could Be Planning Around?

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<p>The post Are You Paying Taxes Today That You Could Be Planning Around? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

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As wealth grows more complex, separate advisors can create gaps between business ownership, real estate, trusts, investments, taxes, retirement plans, and family goals. Learn why coordinated planning matters. For many ...

<p>The post When Your Financial Life Becomes Too Complicated for a Collection of Separate Advisors first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>