January 20, 2020 |
A Tale of Two Decades: Lessons for Long‑Term Investors
The first decade of the 21st century, and the second one that’s drawing to a close, have reinforced for investors some timeless market lessons: Returns ...
Learn MoreA Tale of Two Decades: Lessons for Long‑Term Investors
The first decade of the 21st century, and the second one that’s drawing to a close, have reinforced for investors some timeless market lessons: Returns can vary sharply from one period to another. Holding a broadly diversified portfolio can help smooth out the swings. And focusing on known drivers of higher expected returns can increase the potential for long‑term success. Having a sound strategy built on those principles—and sticking to it through good times and bad—can be a rewarding investment approach.
“THE LOST DECADE”?
Looking at a broad measure of the US stock market, such as the S&P 500, over the past 20 years, you could be forgiven for thinking of Charles Dickens: It was the best of times and the worst of times (see Exhibit 1).
Schedule a meeting with a member of our advisory team
Blogs for Estate Planning
January 17, 2020 |
Key Questions for the Long-Term Investor
Whether you’ve been investing for decades or are just getting started, at some point on your investment journey you’ll likely ask yourself some of the ...
Learn MoreJanuary 16, 2020 |
What is Probate? Should Probate be Avoided?
What is Probate? How do I avoid probate? Should I even TRY to avoid it? (If you haven’t checked out the Link to the video ...
Learn MoreJanuary 14, 2020 |
I’m a Successor Trustee: What Does That Mean?
Has someone in your family informed you that you’re a successor trustee? Are you thinking you might never be needed in this role because the ...
Learn MoreJanuary 9, 2020 |
Cheers to 2020!
Happy New Year! It is 2020 and if you’re anything like me, you’ve set some goals for this year. Maybe your goals involve estate planning. ...
Learn MoreJanuary 8, 2020 |
What You Need to Know About Collecting Inventory of Estate Property
A personal representative appointed to manage an estate or an executor named in the will by the person who passed away has many different responsibilities ...
Learn MoreJanuary 7, 2020 |
How Can I Avoid Probate or Go Through Limited Probate in New Jersey?
When a decedent’s debts are formally paid out and the property that is not otherwise distributed under the law is transferred to heirs and beneficiaries, ...
Learn MoreJanuary 6, 2020 |
Steps to Making Probate Faster In New Jersey
The court-supervised process that might be initiated after a person passes away is known as probate in New Jersey. While there are some situations that ...
Learn MoreJanuary 1, 2020 |
Is There a Capital Gains Tax on My Collection?
Have you remembered to include a personal collection of items in your estate planning? Whether it’s art, coins, stamps, or something else altogether, you’ll make ...
Learn MoreDecember 31, 2019 |
Don’t Lose Track of Assets in Your Estate
You might take steps to list everything you can inside your estate, but it’s still possible to leave items out. When you’re working to help ...
Learn MoreBrowse our Archives
Schedule your free Exploratory phone call
Click here to see how we
can be of assistance.
Payment Portal
for Tax and Accounting invoice
This link offers a secure, quick way to complete your payment with Omni360 Advisors LLC.
Our Social Media
Connect with us on Social Media using the following buttons:
Visit our Podcasts
Listen in, Join the Conversation!
Recent Posts
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?
Proactive tax planning can help business owners and families identify tax-sensitive decisions before deadlines arrive. Explore six situations worth reviewing throughout the year. Tax planning is often associated with filing season. But ...
<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>
When Your Financial Life Becomes Too Complicated for a Collection of Separate Advisors
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>
