Category: Newsletters

In this issue, Jeff writes about designing a path to retirement security, Sallie addresses gifting collections and memorabilia in your estate planning, and John looks ahead as Trump prepares to take office.

In this issue, Jeff discusses the impact of presidential elections on investments, Sallie provides important advice on protecting generational wealth and John examines the state of the market.

In this issue, Jeff writes about the future of Social Security, Sallie explains what a family bank is, and John compares investing to betting on horseracing.

In this issue, Jeff writes about the importance of timing in retirement planning, Sallie explains why you shouldn’t add your child’s name to your assets, and John discusses the state of the market and the “muscle memory” effect.

In this issue, Jeff revisits three major market declines, Sallie outlines how to start the legacy planning process, and John looks back at the market at the end of 2023.

In this issue, Jeff discusses the difference between retiring from something and retiring to something, Sallie explains the merits of using a corporate trustee, and John examines recent market developments that conflict with each other.