6 Financial Concepts Taught by American Presidents
6 Financial Concepts Taught by American Presidents From: theentrustgroup.com You don’t have to read far into The Art of the Deal to learn what drives President Donald Trump’s approach to…
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The Dow just hit 20,000, but half of America missed out
…sent stocks to new records. Unfortunately, however, many Americans missed out. Back in April 2016, Gallup conducted its latest annual poll showing that just 52% of American adults owned stocks,…
Best Ways You Can Make ‘Aging in Community’ Your New Reality
…the best aging-in-community options to make your retirement goals a reality. Affordability Aging in place is one of the easiest ways to save money and add to your retirement fund….
S&P 500 Returns Over The Last 40 Years
…you stay scared and keep your money uninvested, you miss out on a lot of compound growth. Albert Einstein once said, “Compound interest is the eighth wonder of the world.”…
6 Key Value Propositions A Good Financial Planner Can Provide
6 Key Value Propositions A Good Financial Planner Can Provide For Clients Seeking A Better “Return On Life” From: kitces.com The Varying [Not Always Unique] Value Propositions Of Financial Advisors…
Tom Clancy’s Widow Wins Opening Round of Estate Battle Without Remorse
Tom Clancy’s Widow Wins Opening Round of Estate Battle Without Remorse From: wealthmanagement.com Tom Clancy’s widow scored the first victory of what will surely be a drawn-out battle over who…
The power of portfolio consistency
The power of portfolio consistency From: financial-planning.com Consistency of portfolio performance is quite an enigma. On the one hand, it’s what many investors, including your clients, will claim they want….
Top Four Estate Disputes of 2016
Top Four Estate Disputes of 2016 From: wealthmanagement.com 2016 was a typical year in that, unsurprisingly, families continued to fight over estates. Note that this is just a sample of…
Did You Ever Notice the Asterisk on Your Social Security Statement?
Did You Ever Notice the Asterisk on Your Social Security Statement? From: nationalreview.com While engaging in the mundane task of gathering financial statements for a “secure retirement” meeting with my…
The Crisis in Retirement Planning
The Crisis in Retirement Planning By Robert C. Merton | Harvard Business Review Corporate America really started to take notice of pensions in the wake of the dot-com crash, in…
