Blog & Helpful Articles

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Liquid Enough: Exploring ETF Liquidity Across Asset Classes

1st Feb, 2018

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Liquid Enough: Exploring ETF Liquidity Across Asset Classes

From: Cantor ETF Group

In recent years, ETFs have offered a welcome source of liquidity for bond investors, especially in sectors like high yield where trading in ETFs far outstrips the volume in the underlying securities. Yet recently, some investors have started to question whether that liquidity advantage is sustainable, or in the words of a writer at Investment News, a “mirage” (see The ETF Liquidity…

25th Jan, 2018

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Estate planning for blended families

From: REAP, LLC. | Retirement & Estate Advisors & Professionals

Second marriages and blended families have become increasingly common. Since estate planning can be more complex in these scenarios, it’s important to prepare for a variety of situations through research, planning and by reaching out for help when needed.

Trust in Trusts
A trust requires resources to set up and maintain, but when it comes to

Advisor Testimonial – David H. Morgan

25th Jan, 2018

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Advisor Testimonial – David H. Morgan

From: National Association of Certified Financial Fiduciaries

David H. Morgan, MSFS, CEP® is a financial advisor who offers comprehensive, holistic wealth management that connects every aspect of a client’s financial life. To help accomplish this, he engages a team of financial, legal and tax professionals who provide multi-disciplinary solutions to a client’s financial needs – solutions not…

Fixed Indexed Annuities

25th Jan, 2018

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Fixed Indexed Annuities: Consider the Alternative

From: Zebra Capital Management

• A Fixed Indexed Annuity (“FIA”) is a tax-deferred retirement savings vehicle that eliminates downside risk while allowing for the opportunity to participate in upside market returns.
• FIAs help control financial market risk and mitigate longevity risk.
• In simulation, using dynamic participation rates and uncapped index crediting designs, a generic large cap equity FIA using a large cap equity index outperformed long term bonds…

The Most Overlooked Tax Deductions

16th Jan, 2018

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The Most Overlooked Tax Deductions

From: investopedia.com

Through deductions, American wage earners have the chance to pocket more income, rather than hand over their hard-earned cash to the government. For those who keep good records, deductions can mean more money them – and less for the IRS.

This year, 2017, is a particularly important year to take any deductions that might be possible for you. Next year, the standard deduction is scheduled to…

Risk Management for All Markets

16th Jan, 2018

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Risk Management for All Markets

From: VanEck

• An introduction to the importance of market breadth measurements
• The construction behind the Ned Davis Research CMG US Large Cap Long/Flat Index (NDRCMGLF)
• Risk management during bull and bear markets and navigating secular trends – only 54% of time spent in bull markets historically
• The merciless mathematics of loss; negative performance requires a larger percentage of returns than what was lost to…

11th Jan, 2018

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Get your taxes ready early and right

From: REAP, LLC. | Retirement & Estate Advisors & Professionals

Although the tax deadline is still a few months away, it’s a good idea to gather all relevant documents well in advance of the tax prep rush of early spring. Now is the time to review and organize your annual financial milestones to help ensure a smooth experience.

Review the basics.
A lot can…

28th Dec, 2017

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Check In With Your Retirement Plan

From: REAP, LLC. | Retirement & Estate Advisors & Professionals

Preparing for retirement is a cornerstone of any financial plan, but a lot can change as you approach your golden years. That’s why trying a “retirement dress rehearsal” well before you stop working can reveal items to be addressed or give you reasons to adjust your expectations.

Double-check your financial details.
Most people’s anxiety about retirement comes…