Estate and Legacy Planning
Ask anyone and even if they don’t know a thing about investing they’ll say, “oh, real estate is a great investment!” Well, it can be if you approach it in a smart way that works for you and your financial situation.
The tax code, with all of its hundreds of pages of regulations, stipulations, and loopholes always leave something be learned. Not only is the U.S. Internal Revenue Code massive, different write-offs and deductions occur at different stages in life, so it’s unsurprising if you don’t know the details of the IRA (Individual Retirement Account) charitable rollover.
What is donor driven or donor focused charitable gift annuity? First what is a Charitable Gift Annuity?
At Talis Advisors, protecting our clients' information is a priority. In order to assure that all of your data is safe, we want to share tips and best practices in cyber security. These next couple of weeks, we will be posting a tip per day from ConsumerReports.org.
It’s been a tough week for gold. After rebounding somewhat from a sharply lower opening on Monday gold closed today back near the lower end of our narrow risk range. Higher interest rates everywhere, a surging US dollar, and strong US equity markets have weighed heavily on gold.