Caring for someone with special needs can be physically, emotionally, and financially challenging – especially if your loved one is not capable of make rational decisions about money. A Special Needs Trust administered by a trustee with experience in navigating SSI and Medicare, can relieve some of your stress, assure the financial well-being of your loved one, and preserve family harmony.

Twenty-nineteen was a banner year for most asset classes and fixed income was no different. Broad bond market annual returns, as measured by the US Aggregate Bond Index, were the third highest in the last 20 years and occurred even with rates at relatively low levels.

A financial advisor outlines the key concerns people should consider before retiring overseas, such as cost of living, insurance, money, and rent vs. buy.

2019 proved to be an exceptional year for investors, as all major asset classes posted positive returns, led by strong equity markets on the back of continued economic growth and easy money.

After four years of discord in Washington D.C., the 2020 elections are at hand – and could bring changes for the economy and policy.

Tax planning should happen all year long, not just when you are getting ready to file your tax return. An important part of tax planning is good recordkeeping.

The new law may immediately impact your retirement, estate and wealth transfer plans.

U.S. equities didn’t waiver as fears of a weakening consumer were cast aside, the Fed remained firm on their monetary policy stance and investors may want to look to Europe for opportunity, this and more in this month’s CIO note.