In this issue of our Estate Planning Newsletter

CAPE Indicator: Do You Know How to Use It?

The CAPE ratio, developed by economist Robert Shiller, has a remarkable track record. It provides a rough-and-ready starting point for warning when markets are becoming either over- or underpriced. Click through to learn exactly how this little-known ratio can help you.

What’s the Story on Gift Taxes?

This is one of the most misunderstood taxes. Many people think that any gift means they or the recipient must pay a tax. But that’s not the case.

Cutting the Cord Sooner

Retirement is a lengthy process. It extends from preretirement planning to the day you formally announce your retirement, to a spend-down period.

Reading Stock Charts: Serious Business

When it comes to choosing investments, the methods you use quickly get very complicated. However, even if you work with a financial professional, some basic information will help you understand what’s going on.

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