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
Wipfli Financial Advisors, LLC (“Wipfli Financial”) is an investment advisor registered with the U.S. Securities and Exc…
Making sense of dollar-cost averaging versus lump-sum investing
Wipfli Financial Advisors, LLC (“Wipfli Financial”) is an investment advisor registered with the U.S. Securities and Exc…
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…