As the beneficiary of an inheritance, you are most likely to be faced with making many important decisions during an emotional time. Short of meeting any required tax or legal deadlines, don’t make any hasty decisions concerning your inheritance. Identify a Team of Trusted Professionals Tax laws and requirements can be complicated. Consult with professionals who are familiar with assets that transfer at death. These professionals may include an attorney, an accountant, and a financial professional. We can help you find the right parties. Be Aware of the Tax Consequences Generally, you probably will not owe income tax on assets

How you can get a return and do some good at the same time Imagine you’re running a business with tons of potential. You know that it could be profitable — as soon as you have your finished product, you’re able to sell it. The problem is that you don’t have enough capital to buy your raw materials. That was life before Islamic trade finance at PT Angels, an Indonesian company on the island of Java. PT Angels had processed raw sugar since 2002, but getting favorable terms to purchase supplies and sell the refined product to the food and

With the wide variety of stocks in the market, figuring out which ones you want to invest in can be a challenging task. Bull markets — periods in which prices as a group tend to rise — and bear markets — periods of declining prices — can lead investors to make irrational choices. Having objective criteria for buying and selling, like those in a financial plan, can help you avoid emotional decision-making. Most people would much prefer to have a professional do the work of researching specific investments, like our lineup of institutional money managers. But it can still be

Inflation worries have become headline news after prices rose 4.2% in April from a year earlier, the highest jump since 2008[1]. Many wonder if this is just a temporary spike driven by a recharged economy after a historic pandemic or if it’s part of a worrisome trend that may affect their investment plans. When you break it down, the data isn’t that scary. This FAQ document will answer some of the most common questions we’ve received from clients lately. What is inflation and how is it measured? Inflation is defined as the change in the price of everything from groceries,