Browsing: Wealth Management

GAMING INDUSTRY: PERFORMANCE REVIEW

The gaming industry has experienced a number of mergers and acquisitions. Most recently, Eldorado Resorts, Inc. (ERI) and Caesars Entertainment Corporation (CZR) announced a merger…

EMBRACE A RISK-BASED APPROACH TO AML / KYC

Anti-money-laundering (AML) compliance is no longer a simple matter of filing procedural reports. Today, regulators expect casinos to know as much about who is transacting…

CHILDREN AND THE MONEY TALK

Intergenerational wealth planning is best achieved as a team in order to plan for the things and people you love most. Over the next three…

YOUR ANNUAL REVIEW CHECKLIST

Preparing for an annual financial review may be easier with a checklist to help you focus on important matters. With that in mind, here is…

SOCIAL SECURITY LOOPHOLES TAKE A HIT

SOCIAL SECURITY LOOPHOLES TAKE A HIT New changes to Social Security rules close off two popular loopholes. Will they affect your benefits? As part of…

Next Generation Gifting Considerations

As you consider gifting options, ask yourself how you would like financial gifts made to children or other family members to be spent. Giving financial…

RETIREMENT PLANNING FOR DUAL-INCOME HOUSEHOLDS

Dual-income couples face many complex challenges as they plan for retirement. The typical American family reflected in iconic television shows of the 1950s and 1960s,…

MARKET TIMING IS A LOSING GAME

Studies have shown that trying to time market entries and exits rarely pays off and may, in fact, lead to investment losses. Market timing seems…

Women & Retirement: What You Need to Know

Women & Retirement: What You Need to Know There are several critical issues unique to women that may complicate their retirement planning efforts. According to…

PLANNING FOR INCAPACITY

A life-changing illness or injury that takes away the ability to communicate is not something we like to think about, yet the likelihood rises as…

Key Tax Changes for 2013

In another down-to-the-wire scenario, Congress moved on New Year’s Day to avoid the tax side of the fiscal cliff by passing legislation that extended many of the Bush era tax cuts. But the new law raised taxes for high earners, posing new planning considerations. The eleventh-hour extension of many of the Bush-era tax rates narrowly skirted an across-the board increase in most federal tax rates. But the new rules differ in a number of ways from the old—particularly for those in the top tax bracket.

Value Investing: Simple strategies for finding value

A value investing approach has long been used by such successful and well-known investors as Benjamin Graham and Warren Buffet, who have followed strategies that help identify stocks that are undervalued and offer upside potential.