Personal Capital’s Affluent Investor Outlook 2018

by in Personal Finance Essentials

We are amidst one of the longest bull markets in history, which leaves many affluent investors to ask: What comes next? It looks like even for those who seem to have everything, the…

Taxes and Your Estate Plan

by in Financial Planning

They say only two things are certain in life: death and taxes. Unfortunately, sometimes the two come hand in hand, especially if you haven’t planned ahead. Enter taxes – and your…