In the first installment of a two-part series on real estate investments, Mark Roberts from Crow Holdings joins the guys. They discuss the relationship-driven private...

It's hard to believe, but America was founded to avoid high taxation. Fast forward, and the U.S. tax code has evolved into 2,651 pages and...

Next up in the four-part financial history series, the guys dive into the origins of modern investment vehicles. Jamie Catherwood, vice president of client portfolios...

To align with cost-of-living increases, the IRS has increased the contribution limits for 2024. It’s important to know where you can maximize your savings to...

When we think of how banks really work and their responsibilities to society and government, it’s important first to understand the evolution of the banking system. The...

In this new four-part series, the guys take you back in time and discuss the history of the financial systems in the U.S. First up, the...

In the current economic environment, where investors are drawn to lower portfolio risk and boosted returns, do they need to rethink their traditional strategy? In...

More and more investors are incorporating alternative investments into their portfolios. With the allure of diversification from traditional investments and the pursuit of higher returns,...

This year Americans have accumulated more wealth, reflected in soaring home values, growing investments, and lowering credit card balances. While it sounds like good news,...

Dental practice owners have a lot on their plate, the most daunting being the tax forms and legal documents they are responsible for filing each...

Historically, the limitations on 529s had many families hesitant to overfund. But in 2024, unused education savings can be transferred to a beneficiary's retirement account...