Estate Planning
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Today I will be talking about historical events and how we can use those lessons from historical events to understand what\'s going on in the market today. How that might influence our investing. Also, different things that you want to be looking out in the world today, as far as helping you understand your portfolio.
I\'m also joined here today with Reid Heller, a lawyer who\'s been practicing for 30 years. He\'ll be talking to us about estate planning and things people might want to be considering as they put their estates in order.
We thought that would be a good guest to have on the program during tax season, right now, as people are looking at what they\'ve done this last year, how much taxes they\'re going to have to pay, and looking at their estates. It might be a wise decision, while you\'re involved with that, to also be looking at how you\'re putting together your estates, your wills, your trusts, and so on.
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RIGG Wealth Management offers securities to Broker Dealer Financial Services, Member SIPC and advisory services through Investment Advisors Corp and SCC registered investment advisor. RIGG Wealth Management is not a subsidy area of Broker Dealer Financial Services. Neither RIGG Wealth Management nor Broker Dealer Financial Services offer legal advice. Client should consult their attorney of choice on all legal matters.
Opinions expressed on this program do not necessarily reflect those of Broker Dealer Financial Services. The topics discussed and opinions given are not intended to address the specific needs of any listener. Diversification does not guarantee a profit or protect against a loss in a declining market. It is a method used to help manage investment risk. Examples mentioned are for illustrative purposes only, individual results may vary. Past performance is no guarantee of future results. Investing involves risk including loss of principle. Rebalancing can entail transaction costs and tax consequences that should be considered when determining a rebalancing strategy.
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