Money
One mother’s letter to “Dear Abby” underscores the pain of a broken parent-child bond. While she removed her son from her will following his estrangement, she struggles with the guilt and wonders if she is justified in excluding him.
Estate Planning
Vanguard’s array of bond funds offers something for every investor, from mutual funds to ETFs. Kiplinger’s report sheds light on how these funds differ in maturity, credit quality, tax treatment, and geography, helping you decide which suits your goals best.
Portfolio Diversification
Tax Optimization
Whittier Trust focuses on intentional, individualized strategies for families’ wealth management. From asset allocation to estate planning and philanthropy, the firm’s approach is built on avoiding a one-size-fits-all mentality—and investing in what matters most: its clients.
Estate Planning
Portfolio Diversification
A recent decline in silver prices may prove attractive to those eyeing long-term returns. With 2026 on the horizon, this price drop could present an opportune moment for new investors.
Portfolio Diversification
One day, a caregiver may need to manage your finances. But do they fully understand the details of your current arrangements? This article explores why it pays to provide key insights now.
Estate Planning
A recent legal notice has been issued for the estate of the late Nancy Kotsull of Benson, Vermont. The State of Vermont Superior Court, Rutland Unit, calls on creditors to step forward under Docket No. 24-PR-03093.
Estate Planning
Despite facing challenges, tax-exempt municipal bonds have rebounded late this year. Investors looking for stability and potential tax advantages are seeing why these bonds continue to hold appeal in a turbulent market.
Tax Optimization
Deciding when to start saving, how much to contribute, and where to invest are pivotal steps for a strong 401(k). As regulators consider opening the door to alternative assets, preparing your retirement strategy now will help ensure greater financial security.
Portfolio Diversification
A legal notice in Glynn County, Georgia, announces the petition for letters of administration for the late Galin Bradford Hall, Sr. Filed by Tami Hall Stogner, the notice also calls upon any unknown heirs to come forward under Estate No. PRO23284.
Estate Planning
This concise checklist provides professionals with a roadmap to secure their financial future. It highlights six main components—budgeting, insurance, investments, taxes, emergency funds, and retirement planning—to lay the groundwork for long-term stability.
Tax Optimization
Billionaire investor Bill Ackman has allocated 57% of his $16 billion hedge fund to just three stocks. This strategic move shows his confidence in the power of earnings and underscores the importance of disciplined research for long-term success.
Portfolio Diversification
Brookstone Capital Management recently increased its stake in the Vanguard Total International Bond ETF by nearly 15%, reflecting the firm’s growing emphasis on diverse global holdings. An SEC filing shows the purchase of an additional 29,504 shares, bringing Brookstone’s total to over 229,000 shares.
Portfolio Diversification
Bucks County Opportunity Council has partnered with a local attorney to provide free wills for VITA participants. This timely initiative highlights the importance of both financial and legal security for community members, offering crucial support to those who need it most.
Estate Planning
Recent tax legislation brings significant enhancements to Achieving a Better Life Experience (ABLE) accounts. These changes, effective in the 2026 tax year, include unique inflation adjustments and an increased contribution limit, helping individuals with disabilities save more efficiently.
Tax Optimization
Rosenberg Matthew Hamilton recently increased its position in Vanguard International High Dividend Yield ETF by 1.9%. A filing with the Securities and Exchange Commission reveals that this institutional investor added 382 shares, bringing its total to 20,552.
Portfolio Diversification
RHS Financial LLC has taken a notable new position in the iShares Convertible Bond ETF, purchasing 3,899 shares valued at $351,000. The move was disclosed in the firm’s most recent 13F filing with the Securities and Exchange Commission, hinting at growing institutional interest in this unique investment vehicle.
Portfolio Diversification
Few companies achieve a half-century of consecutive dividend increases, but Coca-Cola, Federal Realty, and Nucor have done just that. In an era of market volatility, these three Dividend Kings stand out as stalwarts of stability and potential long-term growth.
Portfolio Diversification
Meyer Handelman Co. recently reduced its stake in Microsoft Corporation by 0.8%, selling 3,906 shares during the second quarter. Despite this decrease, Microsoft continues to be a significant part of the fund’s portfolio, taking up around 7.8% of its total holdings.
Portfolio Diversification
Oregon Pacific Wealth Management LLC has reduced its holdings in Microsoft by 1.7%, selling 225 shares during the second quarter. New SEC filings show that the firm now holds 13,298 shares, keeping Microsoft at about 6.3% of its portfolio.
Portfolio Diversification
BSW Wealth Partners recently cut its stake in Adobe Inc. by 10.9% during the second quarter, according to a new regulatory filing. The firm sold 161 shares, leaving it with 1,319 shares of the software giant’s stock.
Portfolio Diversification
Sageworth Trust Co recently acquired 19,895 shares of the iShares S&P Mid-Cap 400 Value ETF, valued at nearly $2.46 million. The move comes during the second quarter, reflecting greater interest in mid-cap value funds from multiple institutional investors.
Portfolio Diversification