Month: November 2022

Bahamas-based crypto exchange FTX filed for bankruptcy in the U.S. on Nov. 11, 2022, seeking court protection as it looks for a way to return money to users. Nurphoto | Nurphoto | Getty Images After a difficult year for digital assets, many investors were blindsided by the recent collapse of cryptocurrency exchange FTX, as customers
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In an effort to inspire clients and prospective clients to action in the realm of financial planning, we see an endless stream of commercials featuring exotic golf courses, beaches, sailboats, and marine mammals. Words like “hopes,” “dreams,” and “passions,” are often invoked. And for the smaller subset of people in this world who regularly use
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I ntroduction The gift, estate and generation skipping transfer (“GST”) tax exemption will increase substantially in 2023. What does that mean for your estate planning? Keep on Planning The current estate tax planning circumstances provide continued opportunity to plan. In part that is because most estate planning techniques in your advisor’s toolkit remain viable. For
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In this article ENV Follow your favorite stocksCREATE FREE ACCOUNT Goodboy Picture Company | E+ | Getty Images Company: Envestnet (ENV) Business: Envestnet provides wealth management services and software to the investment community. It has an excellent product with 90% retention and secular tailwinds. Envestnet was founded in 1999 by Jud Bergman and Bill Crager.
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Tom Brenner | Reuters The midterm elections made two key federal programs seniors rely on — Social Security and Medicare — a topic of national conversation. Now, as the final vote tally comes in — with a Democratic majority in the Senate and a Republican majority in the House of Representatives — advocates for the
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