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Celebrity relationships like Taylor and Travis offer real financial planning lessons. Here's a guide to protecting assets and planning smart when two.undefinedWhat Taylor Swift and Travis Kelce Can Teach You About Couples and Financial Planning

What Taylor Swift and Travis Kelce Can Teach You About Couples and Financial Planning

Discover Financial Wisdom from Taylor Swift and Travis Kelce

How Fed Rate Cuts Could Raise Your Property and Casualty ... and other suggestions
Los Angeles brought attention to an important issue regarding insurance claims for homeowners with mortgaged properties. Many homeowners are surprised to learn that when their property sustains structural damage, the insurance check for the full insured amount is sent directly to the mortgage lender. The lender retains the funds in an escrow account and releases them to the homeowner in installments as repairs are completed.undefinedWildfire Insurance Claims and Mortgage Payments: What Homeowners Must KnowThe aftermath of a natural disaster like the LA wildfires underscores the importance of understanding the claims process for homeowners with mortgaged properties. Effective communication with the mortgage lender, precise adherence to their requirements, and awareness of disaster relief options are critical to navigating this challenging period. Additionally, while homeowners may find some financial relief in personal property and living expense claims, they must remain mindful of their ongoing mortgage obligations. Being prepared and informed can make a significant difference in managing the recovery process after devastating events.
Wildfire Insurance Claims and Mortgage Payments: What Homeowners Must Know
Lower Fed rates could counterintuitively raise property and casualty insurance premiums. Learn why this relationship exists and how to review your P&C.undefinedHow Fed Rate Cuts Could Raise Your Property and Casualty Insurance Premiums
How Fed Rate Cuts Could Raise Your Property and Casualty Insurance Premiums
The DOL now makes it easier to include annuities as a default 401(k) option. Before accepting, understand the fee structure, surrender charges, and.undefinedAnnuities in 401(k) Plans: DOL Update and What Employees Should Consider
Annuities in 401(k) Plans: DOL Update and What Employees Should Consider
Maintaining liquidity is critical to mitigating the impact of a downturn. One approach is dedicating funds to an interest-earning, cash-like account that covers at least a year’s expenses. This allows for flexibility without needing to withdraw investments at an inopportune time. Another option is securing a line of credit or margin loan, though current interest rates should be carefully considered before pursuing this strategy. undefinedMarket Volatility Warning Signs: How to Protect Your Portfolio NowThis strategy is most effective when a seller secures a favorable price for an asset and seeks the tax benefits of an installment sale but has concerns about the buyer’s ability to pay in full upfront. While DSTs offer potential tax advantages, they introduce additional complexity and costs, and careful consideration is necessary before implementation. One of the biggest risks is that the installment note is non-recourse, meaning that sellers cannot repossess the asset in the event that the investments fail to cover the note.
Market Volatility Warning Signs: How to Protect Your Portfolio Now

"We have been clients of Michael Tierney for over 15 years. Michael stays well attuned to the various market issues and specifically follows strategists who have proven track records and philosophies. His frequent news emails have been especially helpful in keeping us informed of market happenings with his ongoing thoughts and educating us. On a more personal note, Michael has always been easily approachable, encouraging us to call anytime to answer questions or entertain ideas. There have also been personal business visits during which we appreciate Michael’s warmth and friendliness. His assistants through the years have also been very helpful in handling any necessary matters."

Client of over 15 years

Robertson Stephens Wealth Management, LLC. customer review

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Fiduciary Financial Advisor Insights: The RS Fiduciary Model Explained

Fiduciary Financial Advisor Insights: The RS Fiduciary Model Explained

Navigating Probate Realities in Wealth Management and Estate Planning

Navigating Probate Realities in Wealth Management and Estate Planning

Balancing Luxury Spending and Wealth Preservation for Ultra-High-Net-Worth Clients

Balancing Luxury Spending and Wealth Preservation for Ultra-High-Net-Worth Clients

Outsourcing Wealth Decisions: Evaluating the Role of a Fiduciary Financial Advisor

Outsourcing Wealth Decisions: Evaluating the Role of a Fiduciary Financial Advisor


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