Wealth Management
Investing, retirement, and estate planning for building wealth that lasts.
42 articles
Wealth Management
Estate Planning Basics: How to Organize Assets and Prepare for the Future
Building wealth is only one part of long-term financial planning. Protecting assets, documenting financial wishes, and establishing a process for transferring property ca...
Claire O’Donnell
Wealth Management
SEP IRA and Solo 401(k): Retirement Planning for Self-Employed Workers
Retirement planning looks different when there is no employer providing a 401(k), matching contributions, or an automatic payroll system. Freelancers, consultants, indepe...
Samuel Mensah
Wealth Management
Gold IRA Explained: How Gold Fits Into Retirement Investing
A Gold IRA is a type of self-directed individual retirement arrangement that can hold certain physical precious metals instead of limiting the account to traditional secu...
Hannah Cohen
Wealth Management
Annuities: Fixed vs. Variable Income-Producing Retirement Contracts
Retirement planning often involves a transition from accumulating assets to creating a dependable income stream. While Social Security, pensions, and investment withdrawa...
Hannah Cohen
Wealth Management
Treasury Securities: How Government Debt Investments Work
Treasury securities are debt investments issued by the U.S. Department of the Treasury to finance federal government operations and manage the government's borrowing need...
Hannah Cohen
Wealth Management
Index Investing and International ETFs: Tracking Market Benchmarks
Investing internationally no longer requires opening accounts in multiple countries or researching individual foreign companies one by one. Exchange-traded funds have mad...
Hannah Cohen
Wealth Management
Robinhood IRA: How Retirement Investing Works on the Platform
Retirement investing has traditionally involved choosing between a workplace retirement plan, a traditional IRA, or a Roth IRA and then managing investments through a bro...
Hannah Cohen
Wealth Management
Investment Accounts: Understanding the Main Ways to Hold Investments
When people begin investing, much of the attention goes toward choosing stocks, bonds, ETFs, mutual funds, and other securities. However, the account used to hold those i...
Hannah Cohen
Wealth Management
Brokerage Accounts vs. Retirement Accounts: Key Differences
When people begin investing, the first question is often what to buy: stocks, ETFs, bonds, or mutual funds. The account itself can receive much less attention.
Hannah Cohen
Wealth Management
Private Equity and Venture Capital Access: Alternative Asset Classes for Accredited Investors
Investors with substantial assets often look beyond publicly traded stocks and bonds for additional ways to deploy capital. Private equity and venture capital are two are...
Claire O’Donnell
Wealth Management
Gold IRA Fees: Understanding Storage, Custody, and Other Costs
A Gold IRA can provide a way to hold certain physical precious metals inside a retirement account, but the structure comes with expenses that investors may not encounter...
Hannah Cohen
Wealth Management
Wealth Management Strategies: Organizing Investments, Assets, and Goals
As financial assets grow beyond basic savings and emergency reserves, managing money becomes increasingly complex. Multiple investment accounts, real estate, retirement p...
Claire O’Donnell