What Is a Retirement Annuity?
…interest. “Insurance companies that create them pay high rates of commissions to encourage salesmen to market them,” Ashburn says. There could be a financial incentive for a salesperson to suggest…
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Trumpeting 10 Year-End Tax Strategies Before They Evaporate
Trumpeting 10 Year-End Tax Strategies Before They Evaporate From: wealthmanagement.com In light of Donald Trump’s election and his pre-election platform to reduce marginal income tax rates, there are several planning…
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…904-REAP info@retirementestateplan.com (888) 783-1552 Lake Mary: 801 International Parkway, Suite 500, Lake Mary, FL 32746 Gainesville/Lake City: 309 NE 1st St., Gainesville, FL 32601 Contact Form Your name* Email address*…
My New Theory About Future Stock Market Returns
My New Theory About Future Stock Market Returns From: awealthofcommonsense.com At the lows, the S&P 500 was off roughly 34% from its highs. From those lows it’s now up almost…
DFA’s Disciplined Approach Earns It a Top Mark
…on vetting and applying academic research, testing new ideas, and improving the implementation of its existing strategies. Academic research has guided the evolution of DFA’s funds throughout its history. DFA…
Quantifying the impact of chasing fund performance
Quantifying the impact of chasing fund performance From: wealthmanagement.com Given many investors’ goal of maximizing return, it’s not surprising that some investors select funds based primarily on the funds’ recent…
5 Social Security Myths That Seniors Are Falling For
5 Social Security Myths That Seniors Are Falling For From: linkedin.com Social Security is a sensitive topic for people of all ages, but especially for the 65 million Americans who…
Just 1% More Can Make A Big Difference
Just 1% More Can Make A Big Difference From: forbes.com Often it’s the little things in life that can make the biggest difference. That’s true when it comes to saving…
Big, scary stock market sell-offs happen all the time in bull markets
…crash of 1987 was part of a bull market. “Despite average intra-year drops of 14.2%, annual returns [have been] positive in 27 of 35 years,” JP Morgan Funds’ David Kelly…
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…
