“Everyone dies, but not everyone truly lives.” – William Wallace, Braveheart And not everyone has a functional estate plan in place when they die. A
Like many financial advisors, EsqWealth encourages clients to always consider diversification when determining how to invest assets. Diversification helps minimize the risk that your investments
About this time of year, investors start thinking about tax planning and end-of-year charitable giving. If you are doing so also, you should consider whether
The significant drop in prices in all of the major stock indices indicates that the stock markets are in a bear market. The problem has
The charitable remainder trust (CRT) is a useful tool to generate a stream of income for a term of years or for life for yourself
The recent headlines about college tuition and loan forgiveness may have you thinking about the increasing cost of tuition and the best way to save
If you believe interest rates are going to continue on an upward trajectory, a bond ladder is one way for you to manage the risk.
The more markets go up and down, the more concerned you may be as you approach retirement. If retirement is further away, the current market
In early 2020, when the world was hit with the Covid-19 pandemic, we experienced one of the fastest stock market corrections in history. The S&P
