Articles

  • 3 weeks ago | advisorpedia.com | Brian Schaefer

    Written by: Brian Schaefer | Johnson Financial Group The regulatory and tax landscape around inherited retirement accounts has changed significantly in just a few years. The new rules are far less attractive for beneficiaries and may have serious ramifications for estate plans. IRAs are the primary retirement savings vehicle and investment account for millions of Americans. This means that IRAs are also one of the most common assets people inherit from parents and other loved ones.

  • 1 month ago | advisorpedia.com | Brian Schaefer

    Written by: Brian Schaefer | Johnson Financial Group “In the depths of winter, I finally learned that within me there lay an invincible summer" - Albert Camus Financial planning isn’t just about dollars and cents. It’s also about the choices and behaviors that lead to a happy life. Sometimes that means giving yourself permission to spend. Other times it’s about discipline, prioritization, and accepting trade-offs.

  • 2 months ago | advisorperspectives.com | Brian Schaefer

    Bonds look attractive again after the most recent rise in interest rates. Markets are likely to continue to overreact to every new employment report and inflation reading, keeping interest rate volatility elevated as yields dance up and down with each data point. But today’s opportunity set is rich for both income investors and for those who need to rebalance their portfolios after another strong year for equities. We believe investors should take advantage.

  • Jun 12, 2024 | jta.org | Shira Li Bartov |Brian Schaefer |Lucy Cohen Blatter |Talia Lavin

    Some of Swift’s fans are frustrated she hasn’t spoken out on the Israel-Hamas war. Israelis are relieved.

  • Jun 8, 2024 | bloomberglinea.com.br | Brian Schaefer

    Bloomberg — Muitas novas produções chegaram à Broadway nos últimos meses – algumas cativantes, outras confusas, outras já canceladas. Para os próximos meses, aqui está um guia daquelas que chegaram ao topo do concorrido mercado teatral. Acrescentamos à lista as novidades empolgantes que chegam à Times Square e uma safra de espetáculos criativos pela cidade.