Considerations When Leaving an Inheritance – Part II

Considerations When Leaving an Inheritance – Part II

In the first part of this series, we looked at the massive looming intergenerational wealth transfer (an estimated $72.6 trillion over the coming 25 years) from the perspective of future inheritors. But it is not just recipients who need to plan and prepare to ensure...

Quarterly Economic Review 2nd Quarter 2022

Quarterly Economic Review 2nd Quarter 2022

Inflation, Recession, and the Federal Reserve’s Quest for a Soft Landing Watch the nightly news. Read any newspaper. Visit a financial website. No matter where you turn lately, the most pressing topic of the moment is inflation. This is certainly understandable as the...

Considerations When Leaving an Inheritance – Part II

Making an Inheritance or Windfall Last – Part I

The US is on the brink of a massive intergenerational wealth transfer. Over the coming 25 years, it is estimated that up to $72.6 trillion will be passed along to heirs as inheritance. Charitable organizations also stand to benefit during this timeframe to the tune of...

BLB&B Advisors Market Update – May 13, 2022

BLB&B Advisors Market Update – May 13, 2022

Laura W. Brewer, Esq. Principal, Financial Advisor lbrewer@blbb.com Just about two months ago, on March 8, we sent out a mid-quarter economic update. Our decision to do so was precipitated by a flurry of issues hitting US and global financial markets all at once –...

Are Emotions Impacting Your Investment Decisions?

Are Emotions Impacting Your Investment Decisions?

For the 20 years ending December 31, 2020, the stock market (as represented by the S&P 500®) delivered an average annual return of 11.78%. Over the exact same period, however, the average equity fund investor earned only a little more than half that return...

Quarterly Economic Review 1st Quarter 2022

Quarterly Economic Review 1st Quarter 2022

Invasion, inflation, and interest rates Quarterly updates always run the risk of containing information which—between the time of writing and the date of publication—quickly becomes outdated and/or rendered irrelevant. Perhaps, never has this been more true than in...

BLB&B Advisors Market Update – May 13, 2022

BLBB Advisors Market Update – March 8, 2022

Laura W. Brewer, Esq. Principal, Financial Advisor lbrewer@blbb.com There is no question we have entered a period of heightened uncertainties on both the geopolitical and economic fronts. About two weeks ago, the US economy was grappling with rapidly rising inflation,...

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