One of the little-known provisions of the Tax Cuts and Jobs Act signed into law on Dec. 22, 2017 is the introduction of Opportunity Zones. These zones are census tracts in economically distressed communities where new investments may be eligible for preferential tax treatment.
Initial public offerings tend to reflect broader economic and market trends. And not surprisingly, 2017 was the busiest year for the global IPO market since 2007.
After decades of fundraising by private equity managers in the institutional investment world, pensions and endowments are tapped out. As a result, we are getting more inbound calls and emails from private equity and debt managers looking to raise money. We should probably take a step back and wonder why.
Your portfolio’s risk profile should reflect your ability to endure periods of market volatility, both financially and emotionally. Here are some questions that may help you evaluate your personal relationship with risk.
For long-term investment goals such as retirement, time can be one of your biggest advantages. That’s because time allows your investment dollars to do some of the hard work for you through a mathematical principle known as compounding.
If you’re charitably minded and seek to make a difference with your money while gaining tax-related benefits in the process, it’s time to consider donor-advised funds (DAFs).
If your financial plan for 2017 didn’t work out the way you wanted it to, don’t beat yourself up. Instead, ask yourself the following questions…
It’s a Catch-22: You feel that you should focus on paying down debt, but you also want to save for retirement.
If you’re looking to save money for college, one option to consider is a 529 college savings plan.