Wealth Advice & Estate Planning
Credit card debt may loom over your student’s future
Studies show that about 80 percent of undergraduates have at least one credit card, and their average balance is between $2,000 and $3,000. Many students carry the maximum balance on their accounts and make only the minimum required payments, taking out new cards when they max one out. Then they graduate with large debts and bad credit histories dogging their tracks. Why are credit card companies willing to extend so much credit to college students with little income? (5/12/2008)
Value Investing vs. Growth Investing: Investing approaches come with no guarantees
Growth investing and value investing are two contrasting investment approaches. Which is best?
If there was an answer to that question, different types of stocks would not be considered when deciding how to invest in the market. Each approach has its risks and involves speculation about the future. A particular philosophy or approach to investing doesn’t guarantee that specific companies chosen using that approach will be winners. (4/28/2008)
Tax planning essential for foreign gifts, estates
The world is continuing to become more interconnected – some may even say flat. This means the likelihood of U.S. residents having to deal with cross-border trusts or estate connections is very much a reality. If you see yourself in this type of situation, you may have some interesting wealth transfer planning opportunities with little or no U.S. tax implications.
(4/14/2008)
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