Co-authored by David Elyashar, CPA, CVA, Partner and Family Office Practice Leader at Wipfli LLP. The following article…
What is Bitcoin, and should I invest in it?
If you’ve been watching, reading or listening to financial news over the past few months (or any news for that matter), …
Does gold deserve a place in your portfolio?
Gold. Seemingly everywhere investors look nowadays, they’ll hear someone talking about putting money into gold — how it …
What to consider when structuring a charitable gifting strategy: Comparing donor-advised funds, private foundations and charitable trusts
When it comes to gifting, there are numerous tax-efficient ways to donate to your favorite charitable organization. But …
Impact of Coronavirus Aid, Relief, and Economic Security Act (CARES Act) on federal student loans
The $2 trillion Coronoavirus Aid, Relief, and Economic Security (CARES) Act includes some relief for people with federal…
Making sense of dollar-cost averaging versus lump-sum investing
Given the recent market volatility, are you wondering if you should invest your excess cash into the market all at once …
What money questions to consider when deciding where to retire
Co-authored by Mandy Riles, a tax manager at Wipfli LLP The following article was prepared in collaboration with our aff…