Bradford delivers views on industry topics, tax laws and policy changes that impact you to help educate investors about the market, personal finance, insurance, taxes and more. We update our blogs each month. 

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Smart investing doesn’t happen in a vacuum. Current events matter, and this year, the 2024 Presidential Elections are taking center stage. That’s rattling a lot of us, causing more election stress than ever before.1 It’s also raising a lot of questions about investing in election years, how to respond to market uncertainty, and what money moves truly make sense. Here’s a handful of key factors to keep in mind when you’re investing in an election year.
The IRS recently updated some rules about trusts that could make your heirs accidentally liable for capital gains taxes. Discover the details of these updates in Bradford Financial Center's latest blog. It's another quiet change that could severely impact families trying to maximize their legacies.