The Ease of Index Funds Comes With Risk
The Ease of Index Funds Comes With Risk From: nytimes.com The logic of investing in index funds has so far seemed simple and compelling for growing numbers of people. Why…
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Preparing for the Death of the Stretch IRA
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…
Black Swan Events: Short-term Crisis, Long-term Opportunity
…-14.1% 39 40 Global Financial Crisis October 9, 2007 -56.8% 356 1022 Intervention in Libya February 18, 2011 -6.4% 18 29 Brexit Vote June 8, 2016 -5.6% 14 9 COVID-19*…
David Morgan on Endow America Network
…approach to REAP’s wealth and retirement planning strategies, including wealth management, estate planning, tax management and income planning, and how these disciplines are intermingled and coalesce with each other. https://retirementestateplan.com/wp-content/uploads/audio/David-Morgan-Endow-America.mp3…
Read moreStrong Returns in 2014? May be Time to Fire Your Adviser!
Strong Returns in 2014? May be Time to Fire Your Adviser! From: foxbusiness.com You had a great 2014. Your portfolio went up an astounding 17%, and now you’re racking your…
Social Security: What’s New in 2017
Social Security: What’s New in 2017 From: wealthmeethealth.com Why It Matters: • Social Security isn’t static. Many years there are adjustments and changes. • For 2017, there is an increase…
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…
WFP Income Fund Announces a 7.52% Net Annualized Return through 1st Quarter 2016
…non-compounded return through the first quarter of 2016. The net annualized compounded return for the first quarter of 2016 was 7.56%. The net annualized compounded return for the fund since…
Can a Wrong IRA Beneficiary Designation be Corrected After Death?
Can a Wrong IRA Beneficiary Designation be Corrected After Death? From: ultimateestateplanner.com In recent PLRs 201628004 through 201628006, the IRS considered the effect of a state court action that modified…
Justices make it easier to sue over 401(k) retirement plans
Justices make it easier to sue over 401(k) retirement plans From: cbs46.com WASHINGTON (AP) – The Supreme Court ruled unanimously Monday in favor of participants in employee retirement plans who…
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