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How do hedge funds work to diversify your portfolio?
Hedge funds are alternative investments for diversifying and potentially enhancing investor portfolios. Review the risks, benefits and investment strategies specific to hedge funds.
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Estate taxes: Who pays, how much and when
If your assets are worth over a certain amount when you die, they could be subject to estate tax. Fortunately, there are ways to reduce your tax liability and protect your hard-earned wealth for future generations.
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Leave a legacy: Strategies for a lasting impact
Leaving a legacy can ensure your loved ones are taken care of and that causes you care about are advanced. Here are three strategies to leverage your wealth for a lasting legacy.
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Financial planning considerations when inflation and interest rates are changing
Sticky inflation and higher interest rates create both challenges and opportunities for investors. These tactical considerations can help you navigate today’s unique market dynamics.
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Trust planning: How to handle the emotions involved
Four strategies to help make the trust planning process easier for everyone.
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Why is insurance important in financial planning?
Just like your financial goals, insurance policies are as unique as you are.
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What is tax loss harvesting?
If you sell an asset for profit, such as property or a business, that profit will be subject to capital gains tax. Tax loss harvesting is a strategy that can help you manage and potentially reduce your tax liability.
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Capital gains tax explained
Capital gains tax kicks in when you sell a capital asset and realize a profit. A financial professional can help you design a tax strategy that minimizes your capital gains tax exposure.
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Financial planning for athletes and entertainers
Professional athletes and entertainers’ financial lives are complex – and their careers often have an expiration date. That’s why having a comprehensive wealth management strategy is so critical.
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How to prepare for the Tax Cuts and Jobs Act expiration
The TCJA is set to sunset at the end of 2025, and if Congress fails to act, tax provisions will revert to what they used to be. Here’s how to prepare.
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Is life insurance part of an estate?
It’s typically best to remove life insurance from your estate for taxation purposes, but there are still a number of ways you can use life insurance to benefit your loved ones after you’re gone.
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What is inheritance tax?
What you need to know about the intricacies of inheritance tax and how to maximize your legacy for your loved ones.
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U.S. Bank, U.S. Bancorp Investments and their representatives do not provide tax or legal advice. Each individual's tax and financial situation is unique. You should consult your tax and/or legal advisor for advice and information concerning your particular situation.

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