3rd Quarter 2020 Market Recap
Christina Rodriguez2020-10-13T18:50:09+00:00Domestic and international stock, bond, and real estate markets continued their winning ways during the 3rd quarter of 2020. The [...]
What is a Combo Plan?
Christina Rodriguez2020-10-06T16:48:07+00:00Over the last few decades, 401(k) plans have become the primary pre-tax retirement vehicle. These balances, used in conjunction with [...]
Investing in Opportunity Zones
Christina Rodriguez2020-09-08T20:38:20+00:00Qualified Opportunity Zone legislation was embedded in the Tax Cut and Jobs Act, signed into law on December 22, 2017. [...]
Are You In Between?
Christina Rodriguez2020-09-01T15:30:40+00:00A couple of weeks ago, we wrote about the family office and described the single-family office, as well as the [...]
Are You Making These Important Calls?
Christina Rodriguez2020-08-19T19:21:06+00:00Over the last several years, the number of single family offices has grown significantly, with more than 3100 offices in [...]
Women Billionaires
Christina Rodriguez2020-08-11T14:54:05+00:00Several years ago, Forbes began publishing an annual list of women billionaires. The list, published this year in April, is [...]
Tips for Tracking and Managing Your Credit Score
Christina Rodriguez2020-08-03T20:34:33+00:00A few weeks ago, Jim called and asked about how his credit score worked, as he was in the middle [...]
Private Equity in 401(k)s
Christina Rodriguez2020-07-27T18:34:45+00:00On June 3, 2020, Louis Campagna, Division Chief of Fiduciary Interpretations, Office of Regulations, Employee Benefit Security Administration, a unit [...]
Return on Habit
Christina Rodriguez2020-07-27T18:07:54+00:00There’s a thought that we learn more during challenging times, than when things seem to be going well. We have [...]