How do you make wise and opportunistic financial decisions during such an uncertain time? For context and insights from Hilltop, watch our webinar: Personal Finance 101 – Planning in a Pandemic.
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In today's Hilltop at Home, Spencer Brown shows you what to watch for and how to protect yourself from fraud.
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The IRS is beginning to send out Economic Impact Payments, and there are many questions about these so-called “stimulus checks”. See the Hilltop Views post for more information and helpful links.
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In today’s Hilltop at Home, Ben Yeager shares 4 investment strategies that may allow you to take advantage of lower stock prices.
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In a new video series – “Hilltop at Home” – Chris Hostetler shares some tips for keeping a long-term perspective on your investment plan.
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It is undeniably tough to watch your account balances fall – that’s your hard-earned money! This is where your financial advisor comes in. We’re here to remind you of the bigger picture so you can stick to your plan, take advantage of any investment opportunities, and, just as importantly, not lose any sleep over it.
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The SECURE Act changes a wide variety of rules and several items could be relevant to younger families and professionals.
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The investment markets have dropped significantly this week on the news of the spread of coronavirus cases and impacts in new countries. Prudent investors absolutely should be reviewing their financial plan and investment approach, but it is as important as ever not to panic.
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The SECURE Act doesn’t have a particularly cohesive theme but contains a plethora of changes intended to provide more access to retirement accounts such as 401(k)s and IRAs, add some protections for investors, and give you more flexibility (for the most part).
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David Wise and Ben Yeager summarize Hilltop’s updates on the economy and markets from our latest quarterly investment review. With no shortage of trends to review, we discuss ongoing economic growth, trade tensions, coronavirus, Brexit, political uncertainty and more.
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Chris Hostetler and Brittany Mollica summarize Hilltop’s updates on the economy and the markets from our latest quarterly investment review. We discuss slowing global growth, the chances of a coming recession and more.
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We’ve all heard the saying: “Money doesn’t buy happiness,” but what if using it wisely could bring you more satisfaction? That’s what Happy Money by Elizabeth Dunn and Michael Norton (2014) explores.
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With a little planning, there are still ways to benefit from a charitable deduction. One particularly useful strategy gaining popularity under the new tax law is gifting through a Donor Advised Fund (DAF).
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Chris Hostetler and David Wise summarize Hilltop’s updates on the economy and the markets from our latest quarterly investment review. We discuss recent market volatility, the trade war, and more.
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For most people, dying is a more visceral fear, so we tend to focus our anxiety and worry on the possibility of death. But facing a period of disability without the proper insurance in place is a serious risk. If you lose income because you’re too sick or injured to work, the financial cost to you and your family can be devastating.
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Rusty Eriksen and David Wise summarize Hilltop's updates on the equity and income markets, including thoughts on recent conversations with clients.
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If you want to build a legacy that includes more than your personal and financial assets, the good news is you can easily send the right messages using an ethical will. Sometimes also called a “legacy letter”, an ethical will is any message that shares your personal values with your loved ones after you are gone.
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Budgeting does not have to be difficult or time-consuming. It can actually be comforting to know that you have a plan for your money, especially if that includes a regular Starbucks run!
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Chris Hostetler and Ben Yeager summarize Hilltop's updates on the equity and income markets, including thoughts on US economic strength, Brexit negotiations, US-China trade negotiations, the Fed's interest rate policy and more.
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If you’re a business owner, Congress has already prepared an exciting ‘gift’ for you, as part of the Tax Cuts and Jobs Act of 2017: a shiny new business tax deduction. For those who qualify, properly taking advantage of these new tax rules may result in substantial tax savings.
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