
Investing in the stock market can be an exciting and rewarding experience, but it can also be unpredictable and risky. One way to mitigate risk is to have a diversified portfolio, which means investing in a variety of different assets to spread out risk.
Our tax system has two critical components that impact the transfer of wealth from one generation to the next: gift tax and estate tax.
As a financial planner or wealth advisor, you know planning the future of the firm is essential for long-term success.