Yardley Wealth Management

APRIL 6, 2022

The post Interest Rates, Inflation, and Investment Strategy-Part 1: Understanding Interest Rates appeared first on Yardley Wealth Management, LLC. Interest Rates, Inflation, and Investment Strategy Part 1: Understanding Interest Rates At its March 15–16 Federal Open Market Committee (FOMC) meeting, the U.S. Federal Reserve raised its federal target funds rate by a quarter-point.

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Dear Mr. Market

APRIL 6, 2022

Dear Mr. Market: This entire personal finance blog is about “letters” being written to you ( Mr. Market ), the fictitious character that exhibits all sorts of emotions due to the gyrations of the stock market. What letter, however, is the most important one YOU could ever write? A Letter to My Family. It’s called a “Letter of Final Wishes” (LFW), or as we’ve described it to our clients at My Portfolio Guide, LLC , a “ Letter to My Family: Things you shou

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Estate Planning Insurance Accounting Planning 52

Bell Investment Advisors

APRIL 6, 2022

Forrest Bell, CFP®. After starting 2022 with two negative months, March delivered a reprieve to stock investors. After global markets dropped 5.8% during the first two weeks of the month, equity prices suddenly changed direction and closed the month with a gain of 2.2%. While the reprieve is nice, the pace of it is hard to explain. The war in Ukraine has not ended and will likely drag on far into the future.

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AdvicePay

APRIL 6, 2022

Welcome to AdvicePay’s quarterly release notes! After a break this winter to give our team the space to focus on some big projects, we’re ushering in spring with a full tour of the most popular new features. We’ve got updates all over our platform, so let’s get to the fun stuff!

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Walkner Condon Financial Advisors

APRIL 6, 2022

With the death of a loved one, one question we often get is, “What assets are entitled to a step-up in basis and what assets aren’t entitled to a step-up in basis at death?” To define what we mean by step-up in basis , sometimes referred to as stepped-up basis, here is an example: Your mother purchased 100 shares of XYZ company at $10 per share in 1950, costing her $1,000, which is her “basis.

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Assets Retirement Planning Estate Planning Taxes 59

Walkner Condon Financial Advisors

APRIL 6, 2022

With the adoption of digital assets such as non-fungible tokens, or NFTs, questions around estate planning will become more prevalent. At the date of death, many assets “step-up” in basis , effectively wiping away any unrealized gains. NFTs are treated as either property or as a collectible depending on the type of asset it is. Both property and real estate are eligible for a step-up in basis at the date of death for the beneficiary. .

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Estate Planning Financial Advisor Consulting Taxes 52