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Change in the financial planning landscape is a given. We routinely post content that will help you stay current with legislative topics, financial planning tools, and everything you want to know about retirement strategies.
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Top Tax-Saving Strategies for Louisiana Families
When it comes to managing wealth, taxes are one of the biggest factors that can impact your bottom line. For high-net-worth families in Louisiana, the good news is that there are plenty of strategies you can use to minimize your
Giving Back as a Family: Local Volunteer Opportunities in New Orleans
Teaching children about the importance of community and charitable giving is one of the most valuable life lessons a family can share. By volunteering together, families can create lasting memories, strengthen their bond, and foster a sense of gratitude and
Essential Investment Strategies for Young Investors: Part 2
In the first installment of our Young Investor’s Guide to Building a Financial Future, we looked at avoiding credit card debt to set you off to a healthy start, the benefits of investing over the long term and the advantages
Essential Investment Tips for Young Investors
The future looks bright for younger investors. A 2024 analysis by the Investment Company Institute found that, adjusted for inflation, Gen Zers have nearly three times more retirement assets than Gen Xers did at the same age. That’s a seismic
Behavioral Biases: Turning Instincts into Investing Advantages
With some 95% of its activity occurring subconsciously, your brain can be quite tricky. With every spontaneous signal, our cerebral synapses expose us to countless behavioral biases, duping us into making misguided money moves long before our rational resolve kicks
Mastering the Art of Tax-Efficient Investing
In Part 2 of our three-part series on bringing order to your investment universe, we looked at how to balance sensible tax management with effective investment planning. Today, we’ll wrap our series with additional ways to ease your transition from
Tips for Managing Capital Gain Taxes in Your Investment Portfolio
As we touched on in Organize Your Investments: A Well-Structured Portfolio, when you sell an investment for more than you paid for it, there can be burdensome capital gain taxes realized in the year of the sale. How do you
Organize Your Investments: A Well-Structured Portfolio
When it comes to investing, our message has long been loud and clear: Build a well-structured portfolio to capture available market returns while managing the risks involved. Shape it to meet your individual goals and risk tolerances. Keep a lid
Mastering Behavioral Biases: Tricks to Outsmart Your Own Brain
With some 95% of its activity occurring subconsciously, your brain can be quite tricky. With every spontaneous signal, our cerebral synapses expose us to countless behavioral biases, duping us into making misguided money moves long before our rational resolve kicks
Updates on the New Orleans Real Estate Market with Andrew Sheppard
A Greek philosopher once said “change is the only constant” and that is certainly true when it comes to New Orleans real estate. That’s why I asked real estate professional Andrew Sheppard a few questions that might help buyers and
Actual Outcomes of Lump-Sum Investing vs. Dollar-Cost Averaging
In a recent piece, we explored how to invest available cash: Should you invest it all right away as a lump sum? Or are you better off wading in more gradually with dollar-cost averaging? In round one, we discussed why
Help Participants Avoid These Target Date Fund Missteps
Target date funds are in high demand these days. According to a recent Sway Research study, total TDF assets reached $3.5 trillion in 2023 — a record level. Moreover, mutual fund target dates began 2024 slightly ahead of collective investment
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