The 2022 Midterm elections are on Tuesday, November 8th and history suggests that the period after the mid-terms is more favorable for markets – irrespective of which party wins (of course past performance is no guarantee of future results – ever).

Spooky season is here, and you may wonder if there is anything that can be done to enter 2023 as financially secure as possible. This is a great time of year to look back —and forward — to set goals and track your progress. Here you will find four early fourth-quarter tips and tricks that can help investors bring in all sorts of financial treats this Halloween:

The Inflation Reduction Act, signed into law on August 16, 2022, includes health-care and energy-related provisions, a new corporate alternative minimum tax, and an excise tax on certain corporate stock buybacks. Additional funding is also provided to the IRS. Some significant provisions in the Act are discussed here.

Even if you never thought of yourself as especially wealthy, there may be a fair chance that you fall into the category of “high net worth individuals”—those who have liquid assets of $1 million or more. For many individuals who hope to leave a legacy for their loved ones, estate planning may take on new importance. Here are two estate planning tips every high-net-worth individual should consider.

When it comes to medical or legal advice, the value of getting a second opinion is fairly well established and defined. What about financial decisions? At what point does it make sense to get a second (or a third) opinion on money matters? Here we discuss some benefits of seeking a second financial opinion, including a few situations in which a gut check may not just be useful but downright necessary.