Archive | March, 2016

Wealth Transfer in a Low-rate Environment

For those fortunate few individuals whose personal wealth exceeds the current estate-tax exemption threshold — $5.43 million for 2015 rising to $5.45 million for 2016 — today’s historically low interest rate environment offers potentially powerful wealth transfer opportunities. Recent low rates of interest have affected two important factors used to value wealth transfers involving trusts […]

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When Should You Sell an Investment?

Effective portfolio management is about more than buying securities, it’s also about selling them when the time is right. Unfortunately, there’s no crystal ball that tells investors when to sell their investments. Many investors hold securities for too long and reproach themselves for not having sold sooner. Others sell too soon and second-guess their chances […]

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