Financial Terms Made Simple by TIAA CREF

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Glossary of Financial Terms to make understanding Wealth Management easier.

 

Accrued Interest– The amount credited to a bond or other fixed-income security between the date of the last payment and the date when the security is sold, or any intermediate date.  The buyer usually pays the seller the security’s price plus the accrued interest.

Asset Allocation– In […]

6 Reasons you should consider a trust

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6 reasons you should consider a trust

Trusts can help you control your assets and build a legacy.

Key Takeaways

  • Trusts can help pass and preserve wealth efficiently and privately.
  • Trusts can help reduce estate taxes for married couples.
  • Gain control over distribution of your assets by […]

Schwab Market Perspective: Navigating the Changing Market

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Market Update by Kenneth Frost, CIO

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02/09/18

After reaching an all-time high on Friday January 26, the stock market has endured two weeks of declines amid volatile trading that has seen wild daily price swings and taken the major indices into correction territory, declining 10% or more from their peaks.  It appears that investors have abruptly shifted their focus from worrying about […]

Stock Market Didn’t Get Tested, but You Did

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Stop trying to make sense of the stock market.

The one question every investor was asking on Monday has no answer: Why? Why did the Dow Jones Industrial Average close down nearly 1,200 points, or 4.6%?

Market commentators are already arguing that stocks were bound to […]

7 Lessons I learned from tracking my net worth for 14 years

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7 lessons I learned from tracking my net worth for 14 years

  • Jim Wang, Wallet Hacks
  • 20, 2018, 12:10 PM
  • Jim Wang has been tracking his net worth for more than 14 years.
  • In that time, he’s learned a lot of lessons about how to save money, and what the point actually is.
  • He now […]

Did the tax code overhaul kill home equity loans?

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The Washington Post

Real Estate

Did the tax code overhaul kill home equity loans?

 By Kenneth R. Harney January 17

It’s a big and confusing question for many homeowners in the wake of the December tax law changes: Are new interest-deductible home equity credit lines (HELOCs) and second mortgages now totally out of reach going forward?

The new law eliminated […]

How to Mess Up Your Plan

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How to Mess Up Your Plan

We talk a lot about good planning and how to do it, but sometimes it helps to learn lessons from the mistakes of others, and try not to fall into the same traps. History can be a great teacher, and those of us in the business hear lots of […]

2015 Review and Outlook for 2016

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2015 REVIEW AND OUTLOOK FOR 2016

January 25, 2016

We hope that 2015 was a rewarding year for you and your family. We find ourselves thankful that we have so many wonderful clients and we look forward to assisting you with your financial needs throughout the coming year. Rewarding isn’t how we would refer to the financial […]

TRO Newsletters for December 1st

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TRO Newsletter, December 2015 – Client

 

Planning Ideas for Estates under $10 Million

Let’s face it, most people no longer owe estate tax. With an estate tax free amount of $5 million indexed for inflation, $10million for couples, less than two-tenths of one percent of Americans will owe estate tax. This brings estate planning for most people […]

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