Wealth Management Educational Articles
Does federal debt mean disaster for your portfolio?
Is the federal government debt, which reached a record $28 trillion in March, a potential warning sign? You might hear pundits and colleagues suggesting that this spells doom for the stockmarkets and your portfolio. Before making any rash decisions, let’s examine the relationship between federal debt and stock market performance.
KAM named one of the best financial advisors in Nashville
Kraft Asset Management (KAM) was recently chosen as one of the Top 12 Best Financial Advisors in Nashville and Memphis, Tennessee for 2021-2022 by Advisory HQ and also earned the website’s much coveted 5-star rating.
The State of Your Estate Plan in Light of Proposed Tax Legislation
View our webinar recording for the an update on proposed tax legislation along with suggested next steps to ensure your estate doesn’t become a casualty of increased taxes.
Small cap and value stocks have rebounded. What’s next?
After a prolonged period of relative underperformance, small cap and value stocks have rebounded. Can we expect these asset classes to continue to outperform going forward?
It’s always a “good” time to invest for the long-term
Concerns about market downturns certainly come as no surprise, but the timing around when to invest in the stock market should be governed by a holistic plan anchored to your goals that considers a wide range of potential market outcomes.
Don’t get caught up in the madness of chasing investment perfection
Instead of chasing investing perfection, stay true to your evidence-based, long-term investment plan, which is built both on your individual goals and to withstand many rounds of market cycles.
Certain Dimensional Funds changing to an ETF structure
The Dimensional Fund Advisors (DFA) US tax-managed funds listed in this article will be converting from a mutual fund structure to an exchange traded fund (ETF) structure.
Avoid short-term popularity contests when investing
At its peak, a single tulip bulb could be worth thousands of florins, a gold coin of varying weight and purity. Like the tulip trade centuries ago, markets have provided examples of this type of extreme asset bubble in recent decades and even in the first few months of this year.
IRS reminds taxpayers of recent changes to retirement plans
The Internal Revenue Service (IRS) recently reminded taxpayers about the rules for required minimum distributions (RMDs) from retirement accounts.
Planning through the generations
Conversations about multigenerational planning begin with the first generation. The success of an estate plan can depend on whether the details of that plan have been properly communicated to family members. Therefore, it is helpful to be educated on how the estate plan works, proper steps to take and how wealth will be transferred to following generations.
Don’t wait until the ball drops to think about year-end financial planning
As the year 2020 ends and 2021 begins, it is a great time to think about planning ahead to maximize tax savings and stay on track to meet your personal financial planning goals.
Markets aren’t about politics or policy
Markets aren’t about politics or policy, or even the economy. They comprise the major companies of the world, all of which have a vested interest in efficiently and profitably producing the goods and services we need.