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Hedge Fund Investments
Presented by Bisdorf Palmer, LLC WHAT ARE HEDGE FUNDS? Hedge funds are actively managed pools of capital that can employ a wide variety of investment strategies spanning traditional and nontraditional assets. Many of these strategies use leverage (debt) to try to...
Previous Week’s Issues
A Midyear Update: What’s Next for 2024
Presented by Bisdorf Palmer, LLC We started the year with most economists and investors expecting markedly slower growth in 2024 due to high interest rates, slowing consumer spending, and a weakening job market. Economic data has largely defied these expectations...
Your Guide to Year-End Financial Planning: A 10-Point Checklist
Presented by Bisdorf Palmer, LLC From the hope that came with reopening to the disappointment of another COVID-19 resurgence, 2021 is panning out to be another roller-coaster year. With the fourth quarter upon us, one routine remains consistent: it’s time to start...
PSLF Enhancements Offer Relief from Federal Student Loans
Presented by Bisdorf Palmer, LLC Student loan debt is a burden for many. Various repayment plans and tax-free public service loan forgiveness (PSLF) can help. Unfortunately, PSLF involves a maze of rules that can be challenging to navigate and often fail to result in...
Defensive Planning for Proposed Tax Increases
Presented by Bisdorf Palmer, LLC In 2021, the news has been full of reports of proposed tax increases contained in bills submitted to Congress under the Biden Administration. Whether these bills will be approved is uncertain as of this writing (July 30, 2021). With so...
Articles, Webinars and Events
10 Common Retirement Mistakes
Presented by Bisdorf Palmer, LLC In a sense, you have been planning for your retirement ever since you started working. Maybe you’ve been contributing to a 401(k) plan, or maybe you’ve been socking away money in an IRA, but without a doubt, you’ve been looking forward...
401(k) Loans: Borrowing from Your Future
Presented by Bisdorf Palmer, LLC From the hope that came with reopening to the disappointment of another COVID-19 resurgence, 2021 is panning out to be another roller-coaster year. With the fourth quarter upon us, one routine remains consistent: it’s time to start...
A Midyear Update: What’s Next for 2024
Presented by Bisdorf Palmer, LLC We started the year with most economists and investors expecting markedly slower growth in 2024 due to high interest rates, slowing consumer spending, and a weakening job market. Economic data has largely defied these expectations...