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…
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When underperforming the S&P 500 is a good thing
When underperforming the S&P 500 is a good thing From: investmentnews.com Matching the index last year would have involved too much risk. As financial advisers roll through annual client reviews,…
Structured Notes: The Secret to Improving Your Risk/Return Profile?
Structured Notes: The Secret to Improving Your Risk/Return Profile? From: visualcapitalist.com Structured notes are gaining momentum in the market, with a whopping $2 trillion in assets under management (AUM) globally….
What Happens to My IRA When I Die?
What Happens to My IRA When I Die? From: independenceadvisors.com Key Takeaways Every situation is as unique as you are, so don’t shortchange yourself with an off-the-shelf, cookie-cutter solution. The…
Before the Advice, Check Out the Adviser
…than $45,000. Michael Walsh, a spokesman for U.S. Bank, said that the investments were appropriate for the Toffels, that fees were disclosed and that the sale was completed after months…
An insider’s guide to bond opportunities
An insider’s guide to bond opportunities From: wellsfargofunds.com If you’ve been thinking that bonds are only a play on interest rates and you’ve been waiting and waiting for a spike…
Top 3 Estate Planning Must Haves
…the event they become incapacitated. For example, this could cover instructions on tube feeding, life support, and organ donation. Advanced directives are helpful because they clarify a person’s wishes in…
11 Expenses You No Longer Need in Retirement
11 Expenses You No Longer Need in Retirement From: retiredinamerica.com Retiring early seems like a distant dream. But with determination, motivation and careful planning, you could become financially independent and…
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…
Which comes first: Social Security or IRA withdrawals?
Which comes first: Social Security or IRA withdrawals? From: financial-planning.com It is a retirement dilemma. When planning for retirement cash flow, should a client start Social Security as early as…
