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Key Estate Planning Documents You Need

Five estate planning documents you may need, regardless of your age, health, or wealth.

3Q 2014 Market Commentary

The S&P 500 Stock Index has gained 8.3% through the end of September so far this year, including dividends, and the Barclays Intermediate U.S. Treasury Bond Index increased by 1.6% as interest rates in 2014 have slightly decreased.

Understanding Bond Yields and the Yield Curve

When it comes to investing in bonds, one of the first factors to consider is yield. But what exactly is "yield?" The answer depends on how the term is being used.

2Q 2014 Market Commentary

The S&P 500 Stock Index has gained 7.1% through the end of June, including dividends, and the Barclays Intermediate U.S. Treasury Bond Index increased by 1.6% over the same time period, as interest rates in 2014 have slightly decreased.

Nonprofit Boards: New Challenges and Responsibilities

The days are long gone when nonprofit boards were made up of large donors who expected that little more would be asked of them beyond socializing at the occasional fundraiser. Being a board member can be as demanding and rewarding as any full-time work.

The New Estate Tax Rules and Your Estate Plan

The Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 (the 2010 Tax Act) included new gift, estate, and generation-skipping transfer (GST) tax provisions.

1Q 2014 Market Commentary

The S&P 500 Stock Index has gained 1.8% so far this year, including dividends, and the Barclays Intermediate U.S. Treasury Bond Index increased by 0.7% as interest rates have fallen a bit during early 2014.

How does a living trust work?

Typically, an individual creates and funds the trust, and names himself or herself as both the trustee and sole beneficiary for his or her lifetime (if married, both spouses are typically named beneficiaries).

What is a revocable living trust?

A revocable living trust (also known as an inter vivos trust) is a separate legal entity created to own property, such as a home or investments.

Bonds, Interest Rates, and the Impact of Inflation

There are two fundamental ways that you can profit from owning bonds: from the interest that bonds pay, or from any increase in the bond's price. Many people who invest in bonds because they want a steady stream of income are surprised to learn that bond prices can fluctuate, just as they do with any security traded in the secondary market. If you sell a bond before its maturity date, you may get more than its face value; you could also receive less if you must sell when bond prices are down. Th