Is the stage set for a bond market drop? With a big stimulus, effective vaccines and reopening economies, many investors fear the worst. Paul Eitelman of Russell Investments shares his views on the situation. The best time to transfer wealth may be while you’re alive. Halsey Schreier explains how to make the most of your financial gifts. A new AICPA survey shows that discussing finances can be romantic. The Journal of Accountancy reveals the reasons why.
U.S. Interest Rates Are Only Likely To Rise Modestly In 2021 — Paul Eitelman of Russell Investments believes bond holders have nothing to fear, as the Fed will keep overnight interest rates at zero in 2021. He notes that millions of Americans remain out of work and inflation is currently below target. Analysts at Russell Investments think it will be early 2024 before inflation rises. Read more…
Financial Planning For Young Adults: Strategies For Gifting To Minor Children — An integral function of most estate plans is the transfer of wealth to future generations. But rather than waiting until death to transfer assets, there may be tax benefits to giving while you’re living. Read more…
Why It’s Romantic To Talk About Money — For relationships to work, couples need to be willing to discuss their finances. The American Institute of CPAs has released the results of a survey conducted in January that reveals how financial conflicts can cause tension in relationships. Read more…
John R. Day, Bill Ennis, Stephanie Hall, and Matt Heller