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Video: Inflation, Correlation, Duration, and Your Bond Portfolio

Video: Inflation, Correlation, Duration, and Your Bond Portfolio From: www.lordabbett.com In this video, Lord Abbett investment Strategist Joseph Graham examines ways to navigate risk in today’s fixed income environment. To…

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Why You Need The Business Owner Estate Planning Process

Why You Need The Business Owner Estate Planning Process From: www.businessmole.com For company owners, estate planning is essential. When you’ve worked so hard to establish and expand your family company,…

Key to Financial Success: Avoiding Stupidity

Key to Financial Success: Avoiding Stupidity From: www.independenceadvisors.com One of my heroes is Charlie Munger, Vice Chairman of Berkshire Hathaway.  While I admire his successful career, I’m more impressed with…

Getting Remarried? Avoid These 4 Estate-Planning Pitfalls

Getting Remarried? Avoid These 4 Estate-Planning Pitfalls From: www.barrons.com With a rise in “gray divorces” in recent years, it’s only natural that remarriage has become more prevalent among seniors. But…

IRS Seeks to Adjust RMDs for Longer Lives

IRS Seeks to Adjust RMDs for Longer Lives From: www.thinkadvisor.com The proposed regs “recompute required distributions from IRAs, 401(k)s, and similar plans,” says former tax attorney Andy Friedman. The Internal…

8 Things to Know When Choosing a Medicare Plan

8 Things to Know When Choosing a Medicare Plan From: www.wsj.com The choices can be confusing, and the fine print is important. But it’s crucial to choose wisely, because it…

How and When to Take Your RMD

How and When to Take Your RMD From: www.morningstar.com There is no one best time to take the required minimum distribution. As an age-72-or-older IRA owner, you have options regarding…

Watch Albert Pujols hit home runs No. 699, 700, become fourth player in exclusive club

Watch Albert Pujols hit home runs No. 699, 700, become fourth player in exclusive club From: www.stltoday.com In a homecoming against the team that he says rejuvenated his career last…

Get Tax Smart With Your Investments

Get Tax Smart With Your Investments From: www.assetmark.com Taxes are a top detractor from overall portfolio performance. Your financial advisor can help you implement strategies to make your investments more…

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Top 10 Estate Planning Tax Facts for 2019

Top 10 Estate Planning Tax Facts for 2019 From: www.thinkadvisor.com Although every client should review his or her estate planning strategy on a fairly regular basis, after a major tax…