/ TAG Wealth Management

Recession, divorce, inheritance, and many other factors require us to proactively reorient our personal and financial priorities.

Hedge funds, private capital, natural resources, real estate, and infrastructure offer unique benefits and reduce market risks.

Enhance your portfolio’s resilience for 2023 by diversifying your investments and adjusting allocation strategies based on lessons learned from the challenging 2022 market.

How to leverage the rare opportunity of discounted fixed-income investments to balance your portfolio during this disconcerting time.

With inflation at its highest since 1981, how can you focus your portfolio towards investments to weather a recession?

Investors holding cash for short-term purposes like taxes or down payments might consider T-Bills for extra yield.

Carefully planning a strategy that moves you from a large, concentrated position to a diversified portfolio spreads outcomes, good and bad, across a diversified group of accounts. And that achieves the ultimate goal: predictability.

Regardless of the debate around whether the U.S. is already in a recession, the combination of higher prices and slower growth, termed “stagflation”, should prompt investors to consider potential adjustments.

When it comes to down-market “lemons,” the year 2022 at its midpoint has already served up a whole grove of them. Smart investors will want to revisit their plans and look for ways to turn those financial lemons into tax lemonade. And here are three strategies to get you and your advisors started.

COVID should have reminded us how uncertain our health’s future is. But demographic realities are quite certain–more of us are likely to need some form of care during our lifetime than not.

My first response to that question would be: “Well, you’re already ahead of many investors because you realize that rising

Fixed income has long been the ballast in a diversified portfolio

A general guideline is to invest no more than 25 percent of an overall equity portfolio in thematic funds, with a maximum allocation of 10 percent to any one theme.

But who walks into a store and asks to buy the most expensive items?

Ongoing uncertainty about Brexit, fears about the coronavirus and further international conflicts only add to the market instability.

To better illustrate the challenges and opportunities this element of the SECURE Act presents, let’s look at a few scenarios.

It’s common to think about wealth transfer as something that won’t be a concern until the distant future.

A comprehensive strategy is imperative to optimize resources and ensure the financial plan’s success

It is important to have conversations about your estate plan with your children: These discussions may not be easy to have, but they are necessary

Although many indicators suggest that a recession may be on the horizon, there are also many reasons to believe one will not occur

Transitioning a business to the next generation demands careful planning

Divorce negotiations often trigger a series of decisions that have implications for your financial future long after the divorce is final

We’ve found that once the qualitative aspects of a financial plan and a legacy plan are firmly rooted, all of the quantitative elements come much more easily

A lifetime’s worth of retirement savings can look like an enormous source of assets, but your retirement may last 30 years or more

We are in a ‘lower for longer’ interest rate cycle that doesn’t seem to show any signs of abating soon

We believe that active and passive investing strategies are not mutually exclusive, and can actually be complementary

"Although talking with your children about your legacy, your estate and their future inheritance can be uncomfortable, it's a conversation that's essential for them to understand your actions and to prepare them for the financial responsibilities of wealth

"Volatility is a cost that we as investors must bear in exchange for enhanced investment gains overtime

"Cryptocurrency, biotech and cannabis are examples of asymmetric risk opportunities that could be acquired for the purpose of building generational wealth

"By building a diversified portfolio, the whole is less volatile than the individual parts