The U.S. government looks set to shut down tonight, as policymakers are unable to come to an agreement on funding. This would be the 22nd shutdown since 1976. While some have lasted as short as a single day, the longest shutdown was the most recent—in 2018 to 2019—lasting 34 days. Potential impact on markets Government…
Financial advisors regularly see this question come up from individuals and couples who are focused on multigenerational planning: What’s the difference between estate and gift taxes, and how do I make sure Uncle Sam doesn’t take more than his fair share? Avoiding estate taxes is top of mind for many clients who want to protect…
New market highs tend to trigger familiar concerns. Investors worry they’ve missed the rally, that valuations are stretched, and that buying now is more a risk than an opportunity. But as is often the case in markets, the story is more complicated, and the data more surprising. Market Highs Have Not Been Bad Entry Points…
Teaching your children how to invest is one of the most powerful gifts you can give them. When kids understand that money isn’t just for spending—but can also grow over time—it opens the door to lifelong financial confidence and smarter decision-making. As parents and financial professionals, we often see money used for instant gratification. But…
A Last Will and Testament and a Revocable Trust are two essential tools for distributing assets — but which one is the right fit for your estate plan? Estate planning isn’t just about distributing assets — it’s about protecting your legacy, preserving family harmony, and ensuring wealth is transferred with precision, discretion, and control. Two…
Retired public school teachers and former state or local government employees currently receiving a pension may have an opportunity to claim retroactive Social Security benefits, thanks to recent legislative changes. Whether you fall into this category, have a spouse who does, or know family or friends who do, this change may make a significant difference…
Bland Garvey CPAs & Wealth Advisors is proud to announce that it has been recognized as one of the 2024 Best Accounting Firms to Work For by Accounting Today and Best Companies Group. This marks the twelfth time Bland Garvey has received this prestigious honor, underscoring its commitment to creating an outstanding workplace for its…
In this episode of Buckingham Perspectives, Chief Investment Officer Kevin Grogan shares our outlook for markets and the economy. In this episode of Buckingham Perspectives, Chief Investment Officer Kevin Grogan shares our outlook for markets and the economy. Our latest Quarterly Outlook looks at how the Federal Reserve affects the economy through its dual mandate…
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…
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