Today’s Spotlight: Your Brokerage Account Value May Be Less Than You Think

By Pam Friedman, CFP®, CDFA®, October 6 2021 This is a wakeup call to family attorneys and their clients to urge both to consider what is inside brokerage accounts and not just look at account titles and balances. Your attorney may only look at the balance of your brokerage account and your investment company may […]

Inflation Scares Do Toll On Equities

October 6, 2021 Good morning, Inflation!  It rumbles on and has been the singular focus of European markets overnight, with a rise in inflation breakevens over there moving spectacularly higher, powered specifically by natural gas.  Overnight headlines seem like they are straight out of the 1970’s – soaring any prices, rising yields, and even a […]