Bristlecone Blog

Whether you're embarking on the quest for a financial adviser for the first time or have been working with one for years, it's beneficial to grasp the primary categories and what these professionals can offer you.

Don't get distracted! (...) Small or large crises regularly crop up and cause investors to question the future of the markets.

If you are among the millions of Americans working overseas or deciding to retire abroad, you must incorporate currency considerations in your investment portfolio and financial plans. Few realize it until it’s too late. Yet, some easy-to-implement solutions can help.

With these recent unsettling headlines affecting banks, we thought it worthwhile to review and explain what layers of protection are available to your depositors' and investors' accounts.

As a U.S. citizen living abroad, you are still subject to U.S. income tax on your worldwide income. Often overlooked, however, is the requirement to keep filing a state tax return in some cases.

After falling for most of the year, markets rebounded in the fourth quarter of 2022. Evidence of easing inflation paired with a resilient labor market spurred hopes that the Federal Reserve might slow the pace of monetary tightening, leaving room for a goldilocks "soft landing" scenario—whereby inflation reverts to pre-pandemic levels without triggering a significant recession.