We’ve all been there: scratching our heads wondering what to do with all the retirement savings accounts. Too…
Is It Time to Look at Municipal Bonds?
Taxpayers in the upper income brackets are discovering that finding alternatives for tax relief may be a little…
A Quick Look at Bond Yield
What is bond yield? This may be the most commonly asked, and often the only asked, question posed…
Understanding Bond Markets: What they mean for typical investors
Investing in bonds is different from investing in stocks. Stocks represent ownership in a company. This ownership is…
Just the Facts – Four Essential Components of Smart Estate Planning: An Interview with Lou Harrison
During these uncertain times, there remains a degree of uncertainty on what the future holds for everyone. Unfortunately,…
A Refresher Course on Bonds
When it comes to investing, you can be either an owner or a lender. If you own stock…
IRS Makes 2021 IRA Cost-of-Living-Adjustments
Understanding the income ranges and contribution limits for next year. Tax law places limits on the dollar amount…
6 Questions You Should Ask Your Financial Adviser in 2021
By: Vivaldi Wealth Advisers Brian Quinn & Ilya Zlotnik The beginning of a new year is the perfect…
2020 CARES Act RMD Waiver
In response to the COVID-19 pandemic and volatile economic climate, legislation was recently passed to waive 2020 Required…