Proposed Tax Legislation Establishes Need for Income and Estate Planning

Proposed Tax Legislation Establishes Need for Income and Estate Planning

By Mark Conrad CPA, CFP®, Benjamin Trujillo, JD, LLM, Matt Schaller, MBA, CFA, CFP®, Abby Donnellan CPA, and Anna McDonald The House Ways and Means Committee on September 12, 2021, released new details for a potential $3.5 trillion budget reconciliation bill.  Since...
Moneta CIO Aoifinn Devitt: Portfolio Management Considerations When Allocating Assets

Moneta CIO Aoifinn Devitt: Portfolio Management Considerations When Allocating Assets

How should investors manage their portfolio’s asset allocation within the context of high equity performance and current low-yield environment? In a six-minute video featured on TD Ameritrade Network, Moneta CIO Aoifinn Devitt addressed some general guidelines for...