Ever find yourself saying something over-and-over again to the point you wonder If you are speaking solely to yourself then FINALLY hear someone else say it? Makes you feel pretty elated doesn’t it! We certainly felt that way when we came across this great article in Fidelity Viewpoints. We are always telling our clients to […]
The Mega Millions and Powerball Jackpots are growing! How can you avoid ending up on a television show about how the Lottery ruined your life? 1. Don’t play the Lottery. It’s a waste of your money. The odds are greater that you’ll be killed by a shark or struck by an object falling from the […]
Many owners of family businesses are so busy running their companies that they never get around to making formal arrangements to pass on the business to the next generation or to other partners. But a failure to prepare for having to hand over the reins of your company—especially in the case of an unexpected illness […]
Talk about planning for the future! October 1 kicked off financial aid season with the release of the 2019-2020 Free Application for Federal Student Aid (FAFSA). The FAFSA is the form that directs a student’s access to all forms of financial aid at most colleges and universities across the country. It utilizes student and parent […]
A 529 plan is a college savings plan offering tax and financial aid benefits for qualified educational expenses (https://www.irs.gov/credits-deductions/individuals/qualified-ed-expenses). Each parent and other relatives can contribute up to $15,000 per child, per year to a 529 account without reporting the contribution to the IRS. A 529 account can also be “superfunded” with contributions of $75,000 […]
In the midst of your summer fun, taking time for a midyear tax checkup could yield rewards long after your vacation photos are buried deep in Facebook. Personal and financial events, such as getting married, sending a child off to college, or retiring, happen throughout the year and can have a big impact on […]
Tax reform is on the minds of individuals and businesses as we enter the final weeks of 2017. The Conference Committee last week reconciled differences between the House and Senate versions of the Tax Cuts and Jobs Act of 2017 to produce a unified piece of legislation, which passed the Senate Tuesday night and the […]
Barbara Archer recently participated in Barron’s 5th annual Health and Wealth Roundtable, discussing Medicare, Parts A , B and D and Long Term Care. These are some of the most misunderstood elements as you approach retirement. This article sorts out some of the basics to help you address issues you may be facing. We thought […]
HighTower St. Louis is registered with HighTower Securities, LLC, member FINRA and SIPC, and with HighTower Advisors, LLC, a registered investment advisor with the SEC. Securities are offered through HighTower Securities, LLC; advisory services are offered through HighTower Advisors, LLC.
This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors.
All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice. The team and HighTower shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice.
This document was created for informational purposes only; the opinions expressed are solely those of the team and do not represent those of HighTower Advisors, LLC, or any of its affiliates.