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Planning for a Secure Retirement: Making the Most of Yale’s Self-Directed Brokerage Account

Planning for a Secure Retirement: Making the Most of Yale’s Self-Directed Brokerage Account

by Kreitler Financial | Nov 14, 2024 | Kreitler Financial News

As a Yale employee, ensuring a financially secure retirement is crucial. The introduction of the Self-Directed Brokerage Account (SDBA) within Yale’s retirement plan offers a significant opportunity to tailor your investments to your personal goals and values....
Understanding the Yale 457(b) Plan

Understanding the Yale 457(b) Plan

by Kreitler Financial | Jun 18, 2024 | Kreitler Financial News

One of the biggest challenges successful individuals face is understanding how to save for retirement in the most tax efficient way. In this article, we share some of the key features of the 457(b) plan, a retirement savings vehicle that many high earners take...
Equip Your Team with Succession Planning Training

Equip Your Team with Succession Planning Training

by Kreitler Financial | Sep 26, 2023 | Kreitler Financial News

As a high-net-worth individual, you understand the importance of long-term planning and ensuring that your family’s future is secure. But have you considered the importance of succession planning training for your team? Succession planning training is an important...
Does Your Leased Car Have Equity? 

Does Your Leased Car Have Equity? 

by Charlie Kreitler | Aug 10, 2023 | Kreitler Financial News, Charlie's Corner

For people who wish to drive a new car without the obligation of a long-term loan, leasing has grown in popularity.  For a predetermined amount of time, typically two to three years, you rent a car when you lease one. You also have the choice to either return the...
Wage-price Spiral: How it Affects the Economy

Wage-price Spiral: How it Affects the Economy

by Kreitler Financial | Feb 9, 2023 | Kreitler Financial News

Inflation is something that can affect all parts of the global economy. Therefore, it makes sense for investors to have a comprehensive understanding of how inflation works and its effects on businesses, individuals, and the overall financial system. Investors should...
Protectionism: A Brief Explanation

Protectionism: A Brief Explanation

by Kreitler Financial | Jan 10, 2023 | Kreitler Financial News

International trade policy changes can affect many aspects of society. This can include your investment portfolio or even the profitability of your business if you are an entrepreneur. One way that national governments react to changing macroeconomic factors is...
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Data provided by SHOOK® Research, LLC — Data as of 6/30/23. Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com.SHOOK is a registered trademark of SHOOK Research, LLC. Please visit forbes.com/best-in-state-wealth-advisors for more info Best-In-State Wealth Advisors

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