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Readers Offer Their Advice on Talking to Aging Parents About Estate Plans From: wsj.com Many have useful tips for gentle persuasion while others spell out a more direct approach Want…
Bond ETF assets climb to record as investors seek out liquidity From: financial-planning.com (Bloomberg) — Holdings in bond ETFs climbed to records in the U.S. and Europe, spurred by ease…
The Most Overlooked Tax Deductions From: investopedia.com Through deductions, American wage earners have the chance to pocket more income, rather than hand over their hard-earned cash to the government. For…
Conventional Wisdom Can Cost A Retiree Money From: fa-mag.com Conventional wisdom in any area of life is far from infallible, and this is as true in retirement planning as it…
Advisors Still Favor Active Management, but Preferences Are Shifting: Practical Perspectives From: thinkadvisor.com Of the 40% of surveyed advisors who changed allocations, most did so by increasing their use of…
Preparing for the Death of the Stretch IRA From: wealthmanagement.com What savvy financial professionals can do to protect their clients’ retirement savings. The term “stretching” an individual retirement account refers…
…return they can squeeze from a portfolio remain sky high compared with what advisers believe is achievable. That means the coming year could be a tough one unless investors choke…
Investors: Keep your itchy finger off the trigger From: cnbc.com What followed the 2008 mass exodus from stock funds? A five-year, cumulative 8.6 percent return for the S&P 500. How…
Black Swan Events: Short-term Crisis, Long-term Opportunity From: visualcapitalist.com Few investors could have predicted that a viral outbreak would end the longest-running bull market in U.S. history. Now, the COVID-19…
Worried about stocks? Smart investors do these 3 things From: money.cnn.com Stocks are off to their worst start to a year ever. No wonder “sell stocks” is a popular Internet…