KLT Group

Stocks and bond yields had a knee-jerk rise after the election, generally followed by some moderation despite some of the results remaining unclear.

Moving abroad as a U.S. citizen offers exciting opportunities but also comes with considerable tax and legal obligations.

Children's stories often provide powerful lessons for adult life, and The Tortoise and the Hare is a timeless example.

This week remains busy on the earnings front with additional likely volatility from the Presential election and the Federal Reserve meeting.

Most wealth managers pride themselves on deep personal relationships with clients and their family’s. As the stock market climbs a proverbial “Wall of Worry,” Election 2024 is putting their steady-handed stewardship to the test.

Despite the decline in Berkshire Hathaway’s earnings, there were some positive developments. Warren Buffett sold more Apple, sending its cash hoard above $320 billion.

The 2024-2025 Priority Guidance Plan by the U.S. Department of the Treasury and IRS outlines 231 critical projects shaped by recent legislative changes and public feedback.

When the price of oil trends downward, so do the major oil stocks.

Here’s the thing: wealth is about so much more than just money.

Should investors change their stock exposure based on the Presidential election? What does history tell us about each political party's stock performance while in power?

Leveraged Buyouts (LBOs)Leveraged buyouts are the most recognized private equity deals, often highlighted in the news.

Five of the Magnificent 7 report earnings in the busiest week of earnings season. With superior earnings growth and size, the Magnificent 7’s results will be crucial.

As families bring their advisors deeper into the complexities of their lives, the top advisors are responding with teams of specialists to provide tailored service.

Craig Chiate and Mark Binder say education is a huge part of their team’s process and that it allows clients to more easily withstand market volatility.

Linda Stephans and Kristina Van Liew run a team that not only tries to achieve successful financial outcomes but also positive social and environmental impacts for clients.

The Livingstone/Condron team applies an endowment model but believe their role is mostly to protect the wealth their clients have already created.