Beneficiary designations can provide a relatively easy way to transfer an account or insurance policy upon your death. However, if you’re not careful, missing or outdated beneficiary designations can easily cause your estate plan to go awry.We often...

In last month’s Money Notes, we talked in depth about the importance of diversifying your assets. This month, we are focusing on one of the easiest tools investors can use to achieve this aim —exchange traded funds (ETFs). Back in 1993, State Street Global...

One of the most important lessons the stock market has taught us over the years is that asset classes, often unpredictably, move in and out of favor. One year small cap stocks might lead the way. The next year municipal bonds or emerging market stocks...

Steps to take and mistakes to avoid There’s a reason why 70% of wealthy families lose a majority of their wealth before the end of the second generation and 90% tend to lose it all before the end of the third generation. The truth is, most inheritors of...