by Monique Cross | Jun 29, 2022 | WWC WorthWhile Reading
Last week…the markets ended on a much more positive note that we observed the previous 2 proceeding weeks. All asset classes, except Commodities were up, and as far as equities went, they were up quite a bit. US Growth companies all jumped over...
by Monique Cross | Jun 29, 2022 | WWC WorthWhile Reading
Tax Treatments Aren’t Always Favorable SNTs operate as pass-through entities, and the tax treatment favors ongoing distributions to the beneficiary. Any earned investment income usually goes to the beneficiary that same year, with the distributions...
by Monique Cross | Jun 22, 2022 | WWC WorthWhile Reading
Last week…was unsurprisingly another rough week in the market. On the heels of the Fed’s decision to continue to aggressively raise rates to mitigate inflation, the market reacted pretty strongly with sell-offs across all asset...
by Monique Cross | Jun 22, 2022 | WWC WorthWhile Reading
Many parents with a disabled child worry about how care, support and financial needs for their child will be met when they are no longer alive. Often leaving money directly to their children jeopardizes their ability to receive any help from means-tested...
by Monique Cross | Jun 15, 2022 | WWC WorthWhile Reading
Last week…was a repeat of the week before, only worse – Again, all asset classes lost ground except one; this time it was Commodities, the all-out performer so far this year, trading places with Treasury TIPS. Most likely the anticipated, then...
