Have Hedge Funds Lived Up to The Hype? Cory Lyon, TFG Financial Advisors Recent studies show that investors continue to pour money into hedge funds, which have now hit a record $3+ trillion. Despite ample evidence of their underperformance, hedge funds continue to attract great attention from investors. But one has to wonder why, in...
Does Bitcoin Belong In A Well Rounded Investment Portfolio? Cory Lyon, TFG Financial Advisors Having a good investment portfolio is part patience and part understanding the current state of the economy. An important piece of the puzzle is: where is the money and where is it going? The latest wave of curiosities comes in digital...
Blended Families Are Special With Special Estate Planning Needs The Pew Research Center reports that there is a growing complexity and diversity within American families today - it’s not unusual for a family to include several children from prior marriages. The Census Bureau calls a “blended” family a household with a step-parent, step-sibling, or half-sibling....
Your parents getting older and so are you – welcome to the sandwich generation! It’s not uncommon for adult children with children of their own to be supporting their aging parents and in-laws in the new millennium. If you’re in this position, keep in mind that the adult-dependent exemption has been removed by tax reform...
Have you taken state estate taxes into account? The Tax Cuts and Jobs Act has doubled the federal gift and estate tax exemption, with inflation-adjustments projected to raise it to $11.18 million for 2018.This means federal estate taxes are a concern for fewer families, at least in the short term. (The doubled exemption expires December 31, 2025.) But...
