Managed-volatility funds have yet to be tested
Managed-volatility funds have yet to be tested From: marketwatch.com You won’t find out if your roof is leaking on a sunny day; it takes a storm to see where the…
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Bad Behavior Cost Mutual Fund Investors 8 Percentage Points in 2014: Dalbar
…the average fixed-income mutual fund investor. Long-term returns exhibit the same pattern, albeit on a compounded basis. The S&P 500 returned an average of 9.85% per year compared with the…
IRS Releases Updated Rollover Chart
IRS Releases Updated Rollover Chart From: irahelp.com The IRS has released an update on their IRA rollover chart that includes language regarding the more restrictive once-per-year IRA rollover rules that…
Don’t be a myopic lemming when the bears growl
Don’t be a myopic lemming when the bears growl From: heraldtribune.com It is winter, but the bears are not hibernating. They are everywhere. It is a rare day when their…
For Love or Money?
For Love or Money? From: wealthmanagement.com Florida Appellate Court affirms finding of spousal undue influence Statistically, undue influence is the most frequent legal basis for invalidating a will in Florida.1…
Evaluating Financial Planning Strategies & Quantifying Their Economic Impact
Evaluating Financial Planning Strategies & Quantifying Their Economic Impact Kitces Report From: kitces.com For any financial planner who charges for their advisory services, quantifying the value (or value-add) of good…
ETF Field Guide – Novemer 2022
ETF Field Guide – Novemer 2022 From: americancentury.com In this month’s feature article, we hit on one theme we’ve seen over 2022, which has been the continued outperformance of U.S….
Read moreHow To Raise an Adult with a Trust Fund
How To Raise an Adult with a Trust Fund From: retirementestateplan.com Recently, I had the pleasure of meeting and listening to Julie Lythcott-Haims, the author of the bestselling book, How…
Do Powers of Attorney Need New Gifting Rules?
Do Powers of Attorney Need New Gifting Rules? From: financial-planning.com It is one of the most common of all legal documents: The power of attorney form, in which an individual…
Inflation concerns are not such a big risk to equities right now
Inflation concerns are not such a big risk to equities right now From: finance.yahoo.com Anik Sen, PineBridge Investments’ Global Head of Equities, joins Yahoo Finance Live to discuss outlook on…
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