All three main U.S. equity benchmarks finished the first quarter in the green.   U.S. stocks have shrugged off a number of challenges since the start of the year, powering through the worst U.S. bank failures since the 2008 financial crisis, while resisting the turbulence of volatile short-term Treasury […]

    The estate tax exemption is set to drop significantly in 2026, but these alternative tongue-twisting tax-savvy trusts could help. In today’s world of bank failures, real estate and stock market declines, bombastic cyclones, tornadoes, floods and atmospheric rivers, the only thing for certain appears to be the uncertainty and […]

    1. Donate appreciated non-cash assets instead of cash. It’s generally more tax-efficient to give appreciated assets instead of cash. Donating appreciated publicly traded securities, real estate, and other non-cash assets held more than one year means donors generally can eliminate the capital gains tax they would otherwise incur if […]

PEACE OF MIND: Your accounts at RVW are held at Schwab and TD Ameritrade as custodians.  Your investments are owned in your name and the securities belong to you.  This is like having the equivalent of a digital safe deposit box for your portfolio. CURRENT STATUS: Silicon Valley Bank’s failure on […]