Thought Leadership
Wealth Planning
Wealth Planning
Disclosure Requirements for Entities in Effect…for Now.
Keith Fenstad, CFP®, April 2024
The Corporate Transparency Act (CTA) was originally passed back in 2020 and went into full effect on January 1 of this year. CTA represents a significant effort by the United States Congress to combat money laundering, terrorist financing and tax fraud, among other illicit activities.
What is a Spousal Lifetime Access Trust (SLAT)?
Abigail Gunderson, CFP®, April 2024
A Spousal Lifetime Access Trust (SLAT) is an irrevocable trust established by one spouse (grantor) for the benefit of the other spouse, children and grandchildren (beneficiaries). It has become a popular estate planning strategy in the face of an unknown future for estate and gift taxes.
Navigating Medicare Premium Surcharges
Keith Fenstad, CFP®, January 2024
Tanglewood performed more income tax reviews and projections for our Wealth Management clients in 2023 than any other year.
Founder's Perpective
Founder’s Perspective
ETF Revolution in Investment Management
John Merrill, April 2024
Exchange Traded Fund (ETF). In 1993, State Street Global Advisors introduced a new structure for housing an investment portfolio, the Exchange Traded Fund (ETF). The first ETF was the SPDR S&P 500 Trust (SPY).
Is There a New Normal for Inflation and Interest Rates?
John Merrill, January 2024
We have experienced a dramatic seesaw in both inflation and interest rates since the onset of Covid.
The Rising Clout of the “Blue Collar” Workforce
John Merrill, October 2023
Since at least the 1970s, most Americans were brought up believing “white collar” jobs were preferable to “blue collar” jobs. This became so ingrained that many parents who held good blue-collar jobs wanted “better” for their children.
Books
Books Published
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Investing in Uncertain Times 2nd Edition (2018)
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Investing in UNCERTAIN Times (2012)
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The Sure Road to Investment Success
Building Your Best Portfolio for Risk and Reward
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The Sure Road to Investment Success
Preserving and Enhancing Wealth Over a Lifetime
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Outperforming the Market
Everyone's Guide to High-Profit, Low-Risk Investing
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Beyond Stocks
A Guide to the Best Performing Complete Portfolios
