Why you should ignore the Dow
Why you should ignore the Dow From: www.cnn.com What’s the best way to measure the market? CNN’s Jon Sarlin explains why the Dow is outdated and doesn’t actually reflect what’s…
Read moreWhy you should ignore the Dow From: www.cnn.com What’s the best way to measure the market? CNN’s Jon Sarlin explains why the Dow is outdated and doesn’t actually reflect what’s…
Read moreThe Morningstar Mirage From: www.wsj.com Investors everywhere think a 5-star rating from Morningstar means a mutual fund will be a top performer—it doesn’t Millions of people trust Morningstar Inc. to…
Smart Ways To Move Clients’ Assets To A Tax-Free World From: www.fa-mag.com Change is in the air. And since the tax law is involved, you can be certain that “change”…
…and mid-cap growth companies in the retail, leisure, and service industries particularly hard. The stocks of many of these companies fell between 40% and 50% in March. Unlike issuing non-convertible…
Hello, volatility, welcome back to the market From: www.seattletimes.com Lost amid the easy move up of 2017 and the hot start to record highs in January was that the market…
Second Marriage And Estate Planning: 5 Things You May Not Have Considered From: www.forbes.com Getting married for a second time is fairly common. But the financial and estate planning issues…
Read morePlanning for Retirement Plans and IRAs: Asset Protection From: www.aaepa.com As I discussed in last week’s blog, retirement assets, including 401(k)s, IRAs, etc., comprise a large portion of the average…
How To Effectively Change Domicile For Tax (And Other) Benefits From: www.kitces.com Executive Summary “Home is where the heart is.” Or at least that’s what they say. When it comes…
5 quirky IRA rules you never heard of From: www.financial-planning.com When it comes to IRAs, the tax rules get pretty complicated to say the least. Here are five unusual quirks…
Six Items that Could Trigger an IRS Audit From: www.wealthmanagement.com Wealthy individuals with a red flag on their tax returns are more at risk. The Internal Revenue Service recently announced…
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