While keeping tabs on your personal financial health should never be neglected, the end of the year is the perfect time to review your budget, investment portfolio and any recent financial ...
If you have a traditional individual retirement account (IRA) or a regular 401(k), you can’t leave your money untouched in your account forever. Once you turn 72, you need to begin taking ...
For many trust grantors, choosing a trustee is one of the most challenging tasks of setting up a trust. The grantor must have confidence that the trustee will not only carry out their wishes, ...
Family offices are no strangers when it comes to bricks and mortar, and real estate truly is a staple asset class in many family office portfolios. What’s more, is that it’s even where ...
Avitas Wealth Management CIO Russell Evans joins Yahoo Finance Live to discuss Fed rate hikes, which types of stocks to focus on, and what people should do about their 401(k).
It’s been over two years since the original Setting Every Community Up for Retirement Enhancement (SECURE) Act was enacted, and some Individual Retirement Arrangements (IRA) beneficiaries still ...
Signs of lower inflation could be a catalyst to a market bottom, says Russell Evans... how markets rally following a better-than-expected CPI print... about how the signs of inflation continuing ...
Planning can help optimize annual RMDs depending on your goals and cash flow needs. Mandatory withdrawals from retirement accounts begin for most taxpayers at age 72. But retirees who don't need ...
'Don't try to outsmart the market'
Russell Evans, Managing Principal and Chief Investment Officer at Avitas Wealth Management, advised on Monday (Oct. 31) against trying to predict which ...
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