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Recent Posts
What Did We Learn about Investments in 2023?

Reflecting on the tumultuous investment landscape of 2023, Buckingham Strategic Partners distilled invaluable insights into their “Top 10 Investment Lessons of 2023.” ...

The post What Did We Learn about Investments in 2023? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

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What Does the IRS’s recruiting efforts mean for taxpayers?

The IRS’s recent intensification in recruitment to address wealthy taxpayers is raising eyebrows among high-net-worth ...

The post What Does the IRS’s recruiting efforts mean for taxpayers? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

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Entrepreneur Estate Plans For Those Who Choose To 1) Ready, 2) Fire, THEN 3) Aim

Estate planning for business owners, particularly those known for impulsive decision-making, requires a nuanced approach. ...

The post Entrepreneur Estate Plans For Those Who Choose To 1) Ready, 2) Fire, THEN 3) Aim first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

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What’s Driving Gold Prices?

Anyone with an interest in financial happenings may have noticed more than a few mentions of “gold” in the news. Sure, some view it as a key asset to hold during periods of market volatility, but that doesn’t quite explain the media’s sudden love for gilded headlines.

So what gives? Several factors appear to be influencing spot prices, including investor expectations of a Fed rate cut, a weakening US dollar, and geopolitical instability in the Middle East. Many, including a number of central banks who have recently purchased gold, view it as a key asset to hold during periods of market volatility.

So what gives? Several factors appear to be influencing spot prices, including investor expectations of a Fed rate cut, a weakening US dollar, and geopolitical instability in the Middle East. Many, including a number of central banks who have recently purchased gold, view it as a key asset to hold during periods of market volatility.

When interest in gold is high, there’s a good chance you’ll also see aggressive marketing. Some of these ads are attempting to sell gold coins, bars, or other precious metal products for “collector” prices— which are almost always significantly higher than the market value of the gold itself.

If you’re interested in this or other topics concerning the latest market conditions or the larger forces behind the moves, please reach out to our Financial Planning Assistance Team.

Source: Bloomberg.com, December 4, 2023. “Here’s How to Invest in Gold as It Hits an All-Time High.”

Schedule your free Exploratory phone call

Click here to see how we
can be of assistance.

Careers/Open Positions

Explore all available job
listings and become a part of an amazing team.

Our Social Media

Connect with us on Social Media using the following buttons:

Visit our Podcasts

Listen in, Join the Conversation!

Recent Posts
What Did We Learn about Investments in 2023?

Reflecting on the tumultuous investment landscape of 2023, Buckingham Strategic Partners distilled invaluable insights into their “Top 10 Investment Lessons of 2023.” ...

The post What Did We Learn about Investments in 2023? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
What Does the IRS’s recruiting efforts mean for taxpayers?

The IRS’s recent intensification in recruitment to address wealthy taxpayers is raising eyebrows among high-net-worth ...

The post What Does the IRS’s recruiting efforts mean for taxpayers? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
Entrepreneur Estate Plans For Those Who Choose To 1) Ready, 2) Fire, THEN 3) Aim

Estate planning for business owners, particularly those known for impulsive decision-making, requires a nuanced approach. ...

The post Entrepreneur Estate Plans For Those Who Choose To 1) Ready, 2) Fire, THEN 3) Aim first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more