Gary K. Liska

 A charitable remainder trust (CRT) is a powerful financial instrument designed to provide both personal financial benefits and a lasting legacy of giving. As the donor, you establish an irrevocable trust, and in return, you gain a potential income stream for yourself or other beneficiaries, with the remainder of the assets earmarked for your favorite […]

This past June, inflation peaked at 9.1% from one year ago – the highest CPI print since 1981 – as measured by the Consumer Price Index, published by the Bureau of Labor Statistics, although the CPI measure has since subsided to 8.2% in September. In response, the Fed began an aggressive campaign of rate increases […]

The concept of negative interest rates is still difficult for most investors to comprehend. Imagine walking into your bank and depositing $1 million, only to find that in a week or two your account balance is down to $999,000 or $998,000. This is essentially what is happening now across many European countries—for example, France, Germany […]

If you have a highly appreciated, concentrated stock position, you have likely invested in, or inherited, one or two stocks that have done exceptionally well. Alternately, your career success has allowed you to amass a considerable exposure to shares in the company you work for. With the current bull market having officially become the longest […]

Much has been written about the impending intergenerational wealth transfer—with more than $30 trillion expected to be passed down from baby boomer parents to their GenX and millennial heirs over the next three decades.1 Yet nearly half (46 percent) of all family heads have yet to engage in any inheritance conversation with their future heirs.2 […]

As all eyes turn toward the 2016 presidential election, the litany of polls and predictions from political, economic and market pundits intensifies. Nightly newscasts and online media outlets are a veritable blur of “talking heads,” each offering a particular partisan alarmist spin—often portraying the nation as either saved or doomed depending on how the election […]