Global Debt Reaches $315 Trillion
Global Debt Reaches $315 Trillion From: www.linkedin.com Global debt is at $315 trillion, up 21% since COVID-19….
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The Build Back Better Tax Alarmists Who Cried Wolf
The Build Back Better Tax Alarmists Who Cried Wolf From: www.wealthmanagement.com Turns out the sky is NOT falling, but it’s best to be prepared for it. As the old saying…
The Average Retirement Age in 2023 in the US vs Canada
The Average Retirement Age in 2023 in the US vs Canada From: www.gobankingrates.com Retirement marks a significant milestone in many people’s lives. This is the point when you take a…
The Simplest Annuity Explainer We Could Write
The Simplest Annuity Explainer We Could Write From: www.nytimes.com We define immediate annuities, fixed annuities, variable annuities and index annuities, plus give you questions to ask salespeople. Annuities can be…
Retirement account gaffes: Clients’ biggest withdrawal mistakes
Retirement account gaffes: Clients’ biggest withdrawal mistakes From: www.financial-planning.com Baby boomers in the job market grapple with a persistent worry: What if I have a financial emergency that compels an…
Get These 2021 Tax Breaks Before They’re Gone
Get These 2021 Tax Breaks Before They’re Gone From: www.wsj.com Making the most of these tax-code changes before year-end could reduce what you owe the IRS next April Plan your…
Where Harry Markowitz, Father of Modern Portfolio Theory, Is Invested Now
…work in financial economics. The previous year, Markowitz won the Von Neumann Award from the Operations Research Society of America. Operations research applies mathematical and computer techniques to solving problems…
Fiduciary Investment Advisers May Add More Than 6% In Value
Fiduciary Investment Advisers May Add More Than 6% In Value From: www.forbes.com Each year, Russell Investments does a nice job calculating the value of working with an investment advisor. They…
Why Do Investors Focus on the Wrong Things?
Why Do Investors Focus on the Wrong Things? From: www.behaviouralinvestment.com “Nothing in life is as important as you think it is while you are thinking about it.” – Daniel Kahneman…
Strategies To Minimize Or Delay Required Minimum Distribution (RMD) Obligations
Strategies To Minimize Or Delay Required Minimum Distribution (RMD) Obligations From: www.kitces.com The benefit of contributing to pre-tax retirement accounts like IRAs and 401(k) plans is the opportunity to receive…
