Myths About Trusts And Investment Management
Myths About Trusts And Investment Management From: wealthmanagement.com Trusts have gained enormous popularity over the last 20 years. The top 1 percent of the wealthy have 38 percent of their…
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Speaking the Language of Risk
Speaking the Language of Risk From: nytimes.com When I say “risk” and you say “risk,” chances are high we don’t mean the same thing. The finance industry defines risk as…
The feds may take 40% of Gandolfini’s fortune, due to ‘disaster’ will
…“It’s a catastrophe,” Zabel said, suggesting a bill would be due in nine months, forcing the family to start liquidating assets immediately. [Source] (Quoted from http://now.msn.com/gandolfini-will-disaster-creates-dollar30-million-bill-to-the-irs on 7/14/13 @ 4:30pm)…
Brexit – Don’t panic!
Brexit – Don’t panic! From: financial-planning.com I watched in shock as the Brexit results were reported Thursday night. Then, on Friday morning, I watched as stocks tanked. Global equities, especially…
Rules And Requirements For Doing A Qualified Charitable Distribution (QCD) From An IRA
Rules And Requirements For Doing A Qualified Charitable Distribution (QCD) From An IRA From: kitces.com For nearly a decade, the rules allowing for a tax-free Qualified Charitable Distribution (QCD) directly…
Rogoff: This Time Is Not Different (That’s a Good Thing)
…long-term stagnation From: thinkadvisor.com The case has been made again and again that Americans better get used to a secular shift to low growth and low demand, and that today’s…
New Data: What Long-Term Care Costs Now
New Data: What Long-Term Care Costs Now From: financial-planning.com Long-term care is expensive and getting more so. All types of care — in-home care, adult day care, and facilities-based care…
Assessing the Damage Done by the SECURE Act
Assessing the Damage Done by the SECURE Act From: advisorperspectives.com The Grinch who stole Christmas is alive and well this year – in the U.S. Congress. Our representatives and senators…
Inflation could crack your nest egg
Inflation could crack your nest egg From: cnbc.com Remember inflation? It’s been a while since it was a big part of American life. Inflation has been so low that Social…
Americans Don’t Have Enough Money to Retire
…far this year. That’s because stocks return far more than other asset classes over time. Jeremy Siegel, author of Stocks for the Long Haul and a Wharton Business School professor,…
