Celebrating tax-smart wealth advisory to keep more of what you’ve earned and invest with confidence.
Celebrating tax-smart wealth advisory to keep more of what you’ve earned and invest with confidence.
To put it in simple terms, an estate tax is what the government charges on your assets for the right to transfer them to heirs upon death. Under current laws, individuals are exempt from paying this tax if their estate is valued below $13.61 million, or $27.22 million for married couples. However, that’s all set…
Main Takeaway Although risks remain, the economy has successfully navigated the path toward lower inflation without triggering a recession. Fiscal spending and the expectation that the Federal Reserve will cut interest rates have buoyed the American economy. Rates will likely stay higher for longer than anticipated at the start of the year, which continues to…
Chief Investment Officer Kevin Grogan explains what an inverted yield curve is and the implications for both stock and bond markets. In this episode of Buckingham Perspectives, Chief Investment Officer Kevin Grogan explains what an inverted yield curve is and the implications for both stock and bond markets. Considered by some as a leading indicator…
Picking stocks, or trying to choose the companies that will outperform the broader market, has been an ambition of investors for years. And even the professional fund managers struggle to pick the winners from year to year.1 For those inclined to try, consider this framework first. Although the questions may be simple, they provide tremendous insight…
Chief Investment Officer Kevin Grogan shares strategies for protecting your portfolio against unexpectedly high inflation. Inflation has been a significant topic in 2024, as markets continue to try to get a read on the economic data and what it may imply for future changes in monetary policy. In this episode of Buckingham Perspectives, Chief Investment…
“I have accumulated a comfortable nest egg. But am I ready to retire or should I continue working?” This is an increasingly common question many professionals ask themselves as they approach retirement. After spending decades working diligently and saving every dollar possible, transitioning to a lifestyle that relies on taking money out of savings accounts…
India is having a big moment as some forecasters predict its GDP will double by 2031, and the World Economic Forum says it could become the world’s third-largest economy in the next five years. Demographics are playing a huge factor: India is a young, growing country with the working-age population expected to increase by 100…
As a business owner, offering a 401(k) plan to your employees can be a valuable benefit for yourself, your team and your tax return. However, it also comes with important responsibilities and potential liabilities.
Here’s what individual investors should know when assessing the value of working with a financial advisor.
In an era marked by unprecedented longevity and shifting family dynamics, caring for aging parents is a challenge that many Americans are facing.
Without sound financial guidance, how can you grow, live, and retire well? At Bland Garvey Wealth Advisors, we build a specific plan based on your needs, wants, and wishes so you can have a clear picture of how to reach your goals.
Please fill out this simple form so we can best understand your needs. We’ll reach out shortly to schedule a call with one of our wealth advisors.
Going it alone in your money decisions can mean missing out on opportunities. At Bland Garvey, our tax, accounting, and wealth advisor teams provide the financial expertise you need to grow, live, and retire well.
Please fill out this simple form so we can best understand your needs. Then, a member of our team will reach out (from 972-231-2503) to schedule an initial 15-min call.
