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The Value of a Fiduciary Advisor Reaches 4% in 2017

The Value of a Fiduciary Advisor Reaches 4% in 2017 From: www.iris.xyz Written by: Brad Jung | Russell Investments Updating our annual “Value of an advisor” study for 2017 seems especially relevant given the…

10 Ways You Could Avoid the 10% Early Retirement Penalty

10 Ways You Could Avoid the 10% Early Retirement Penalty From: www.kiplinger.com You’ve saved diligently in your 401(k), and you wouldn’t mind tapping into it – but you’re not age…

DFA’s Disciplined Approach Earns It a Top Mark

…on vetting and applying academic research, testing new ideas, and improving the implementation of its existing strategies. Academic research has guided the evolution of DFA’s funds throughout its history. DFA…

Opinion: This time-tested strategy takes investing risk head-on

Opinion: This time-tested strategy takes investing risk head-on From: marketwatch.com In 2015, a diversified investment portfolio didn’t really protect you from the market’s gut-wrenching volatility. There’s a good chance that…

Estate Planning for Those in Their 30s, 40s and 50s

…these products based upon their asset protective value under Florida law. I had an independent advisor look into the commissions and management fees associated with these investments and described to…

Visualizing the History of Pandemics

Visualizing the History of Pandemics From: visualcapitalist.com The History of Pandemics Pan·dem·ic /panˈdemik/ (of a disease) prevalent over a whole country or the world. As humans have spread across the…

Preparing for the Death of the Stretch IRA

Preparing for the Death of the Stretch IRA From: wealthmanagement.com What savvy financial professionals can do to protect their clients’ retirement savings. The term “stretching” an individual retirement account refers…

How The Best-Kept Secret Of The US Tax Code Can Help You Save For Retirement

How The Best-Kept Secret Of The US Tax Code Can Help You Save For Retirement From: www.forbes.com This month I was lucky enough to sit down with Jean Chatzky, CEO…

3 Misconceptions About 401(k) Fees

…fees. Misconception 1: My plan doesn’t have any fees. All plans have fees. Investment management fees pay financial professionals to manage the investments available through the plan, such as mutual…

How Much Is an Advisor Worth?

How Much Is an Advisor Worth? Eric Nelson Does the Math From: thinkadvisor.com The Servo Wealth Management principal shows what an advisor can add, and what the absence of one…