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Wealth Management Daily Memo

AUGUST 28, 2020

COLLEGE PLANNING

Rethinking Paying for College During COVID-19

Kevin McKinley

A degree is still a good idea, but getting one requires some unconventional planning.

FULL ARTICLE

ESTATE PLANNING

The Surprising Power of the Humble Annual Exclusion Gift

Luke Harriman

The amount of tax savings can be surprisingly large.

FULL ARTICLE

WEALTHMANAGEMENT.COM MID-YEAR OUTLOOK

Why Active Equity Selection in a Recovery is Important

Sponsored by Columbia Threadneedle Investments

Trying to make big-picture bets may result in missed opportunities.

FULL ARTICLE

ALTERNATIVE INVESTMENTS

Midstream Energy Infrastructure Offers Attractive Income at a Discount

Stacey Morris

Amid the sell off in the wider energy markets, the midstream energy universe provides compelling income at discounted valuations relative to history.

FULL ARTICLE

SPONSORED CONTENT

The Power of Financial Wellness

Sponsored by ADP

As a financial advisor you have an opportunity to help.

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