Perspectives

Billy Spencer, a wealth planner at Crestwood Advisors, discusses how 529 college savings plans can lose money to taxes and fees depending on the state they are sponsored in. Click here to read [...]

Trusts can be an effective strategy for wealth transfers when interest rates rise to help fight inflation. The effect on the performance of trusts for estate planning vehicles is often linked to [...]

Debt Ceiling Limit – A Game of Chicken Congress is facing a stalemate on raising the debt ceiling limit as Republicans and Democrats continue a dangerous game of brinksmanship. If the debt [...]