Holding a concentrated stock position creates significant risk, but selling it all at once triggers significant taxes. This guide outlines steps you can take to unwind a concentrated position, and when it might make sense to hold on to it instead.

While some retirees use a bucket strategy to allocate their retirement portfolio, a total return approach is generally preferable (even though they often result in similar allocations). This primer compares the two approaches so you can find out which one is right for you.

Selling your investments for a major purchase can trigger massive capital gains taxes. Box loans avoid these taxes by allowing you to borrow against your investments at favorable rates.

For funds needed in the next few years, it can be tempting to avoid the stock market. But defensively hoarding cash can often be just as risky as investing it. Here are five questions you can ask yourself to figure out how best to fund near-term expenses.

529’s are a tax-advantaged way to save for a child’s college expenses, but come with significant limitations. An alternative is a UGMA account, which offers more flexibility and can often replicate the tax benefits of a 529 under certain conditions. Here are seven reasons why a UGMA account might be a better choice for your family than a 529 plan.

Most couples assume their investments are shared equally. Unfortunately, most financial institutions do not share this assumption. To avoid headaches down the road, couples need to select the right accounts for their situation. This article breaks down the pros and cons of different account types to help you decide which one is best for you.

When we receive non-W2 income, the IRS expects us to pay taxes on it right away, or face penalties. Thankfully, there’s a way to satisfy the IRS and avoid penalties without the hassle of paying taxes throughout the year.

Investors that segment their portfolio into independent components can rebalance between those components as they move up and down. By systematically selling high and buying low, investors can manufacture returns that the market itself did not provide.

Many investors will at some point strike a balance between their mortgage and their investing portfolio. By asking the right questions, they can understand the tradeoffs and navigate this decision with confidence.

After you’ve decided to roll over a 401k to an IRA, follow these steps to execute the rollover and transfer the funds to your IRA at Schwab.

Understanding the six main limitations of tax-advantaged accounts can help you navigate retirement savings effectively and efficiently.

Tax-advantaged accounts, such as 401ks, IRAs, and Roth accounts, typically offer some combination of three prowerful tax advantages.

Understand the best places to store excess income to maximize long-term savings, and the optimal way to leverage them.

Learn about preparing for future education expenses using 529 accounts. Discover the benefits and features of these tax-advantaged plans.

Understand the powerful tax advantages of making charitable donations using highly-appreciated assets instead of cash.

Understand the advantages and disadvantages of rolling over your prior employer's retirement plan to your own personal retirement account.

Palisade considers it a core fiduciary responsibility to minimize the taxes and fees their clients pay, and proactively controls expenses in order to maximize their client’s after-tax, after-expense returns.

Palisade systematically diversifies its client portfolios across all industries, capitalizations and geographies. Palisade’s goal is to capture the market return, which can only be achieved by owning the market.

Palisade maintains that the best way to weather the short-term volatility of the market is to remain invested for the long term. Our goal is to help our clients stay appropriately invested when everyone else is pulling out and locking in their losses.

Palisade allocates its client portfolios heavily towards stocks due to their superior historical returns. No other asset class has come close to delivering the long-term historical returns of publicly traded equities.