Why It’s Good to Work With a Financial Advisor Who Is an Expert in Probate Code
By Ryan Yuhnke Most people don’t hear the word “probate” until a loved one passes away; and at that point, they have much bigger things [...]
Top 5 Challenges When You Suddenly Assume an Executor Role
By Ryan Yuhnke Becoming an executor can be stressful and challenging even if you have years of notice to prepare. If you are suddenly thrust [...]
What Should You Do About Inflation and Stock Market Volatility?
By Ryan Yuhnke After a three-year rally, the financial markets have been down for seven straight days, marking their worst slide since the pandemic decline [...]
Why I Started Court Investment Services & How We Help
By Ryan Yuhnke For me, starting Court Investment Services just made sense. As a kid, I always loved numbers, investing, and analyzing data, which led [...]
Avoiding probate court: How creating a trust can save your beneficiaries both time and money
Fees associated with probate court often can be substantial and take a large bite out of an estate’s value. Further, the process can take two years to resolve – or longer! For these reasons, probate is to be avoided.
How To Reduce Estate Account Fees: Attorneys
There are three simple ways to avoid paying large trading commissions when settling an estate account. Once you know about the fees and how to avoid them, you’ll be able to preserve an account’s value and fulfill your fiduciary role more responsibly.
Why Annuities and Minors Don’t Mix
It’s often said that annuities aren’t for everyone, and nowhere is this statement truer than in the case of minor children and dependents, a class of investors for whom annuities are uniquely ill suited. While annuities do offer benefits, it’s important to remember that annuities are designed almost exclusively for retirees.
What Fiduciaries Should Know About Money Market Reform
In October 2016, the SEC implemented dramatic changes to money market funds as a result of the 2008 financial crisis. The changes were designed to protect investors in the event of extreme market volatility and financial stress. Fiduciaries should consider how these changes impact their ability to manage account liquidity, and protect and preserve an estate’s value.
Understanding Estate Accounts
Experiencing the death of someone close can be stressful and emotional which is why the best time to start thinking about an estate account is before you need one. There are some important things to consider if you want to ensure the proper distribution of assets according to the terms of a person’s trust or last will and testament.
Understanding the Correlation Matrix from Morningstar
If you’re looking to protect, preserve and enhance the value of your investment portfolio, creating a Morningstar correlation matrix can help you do it. The Morningstar report helps you better understand the investments held within a portfolio, as well as make informed decisions about what to do with them in order to protect, preserve and enhance the portfolio. It’s important to understand the Morningstar correlation matrix and how to use it.
