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Why Everyone Needs an Estate Plan

…life insurance offers monies to your beneficiaries tax-free while also providing income replacement for family members who rely on you financially. 2 – Examine Your Expenses Examining your income and…

U.S. Tax Court Update

…DNA Pro Ventures serves to stress the importance of following plan language and obtaining qualified appraisals in connection with ESOPs. Finally, Kardash v. Commissioner, involves a highly unusual Rule 161…

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…

DFA’s Disciplined Approach Earns It a Top Mark

…An investment committee meets twice a month to provide oversight for the strategies and approve implementation changes. The committee includes the firm’s senior executives and portfolio managers. DFA also has…

The Long And Short Of It

…rise or a surge in demand causes greater competition among insurance companies. Yet until the IRR grows to more than 6%, Kitces says he would be hard-pressed to recommend them….

Why Portfolio Diversification Still Works

Why Portfolio Diversification Still Works From: www.morningstar.com Correlations often tend to increase during periods of market stress, making portfolio diversification tough to find when investors need it most. This pattern…