One of the biggest financial stories in September wasn’t entirely unexpected, but it highlighted a major shift in the bond market nonetheless.
A client came to me with over a million dollars in an inherited IRA, among other assets. How an estate or inheritance is structured matters significantly for loved ones left behind, and an inherited IRA is a unique way of estate planning gift. Inheriting an IRA is not the same as managing a regular IRA, and it can become a complex situation depending on your tax bracket, age, and relationship to the deceased.
Jenga, a block-stacking game based with its origin in Ghana, reached North America in the late 80s. The premise was simple: Build a tower out of thin blocks, then each player removes a block and places it on top of the tower. The player who causes the tower to fall loses.
There’s an issue with the AI boom, and it’s not what you think.
Treasuries don’t get nearly as much attention as stocks or ETFs in casual investing talk, but they are just as important, especially when we consider how linked they are to the economy.
