Community Property Opt-in & Directed Trust Laws
…other 41 common law states than in the community property states. Allow me to explain by example: Sale of Appreciated Stocks and Properties While Both Married Individuals Alive John and…
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5 financial milestones to reach in your 20s
5 financial milestones to reach in your 20s From: washingtonpost.com To be a 20-something is to wrestle again and again with big life moments: Graduating from college. Getting a job….
Regulators say something about living wills, and are relieved that no one really cared
Regulators say something about living wills, and are relieved that no one really cared From: finreg.sourcemedia.com Banking regulators managed to say a little something about living wills yesterday, and no…
How to Prepare Portfolios for Rising Interest Rates
How to Prepare Portfolios for Rising Interest Rates From: FlexShares.com Historical data helps identify assets that may be positioned to fare well when higher rates threaten fixed-income and equity returns…
Why diversification should pay off in 2017 and beyond
Why diversification should pay off in 2017 and beyond From: news-journalonline.com Look at any one of the last few years and it’s easy to make the case that diversification is…
Travis Sorci
…his firm to be a step ahead of our competition, as trends occur and markets fluctuate. Because of his life-long level of commitment to ethical standards and transparency in the…
Dimensional vs Vanguard
Dimensional vs Vanguard From: ifa.com We are sometimes asked what the difference is between Vanguard, ETFs and DFA Index Funds. The short answer is: they use different indexes. DFA has…
10 scary retirement statistics
…exercise. It certainly has done so for them; here’s their opening sentence: “The unfortunate state of Americans’ financial preparedness for retirement is well-documented, and may be summed in two words:…
The Long And Short Of It
…forth, he says. “That’s the beauty of longevity annuities. They are fully customizable [for example, in duration and benefit riders], and the agent cannot juice the numbers. Clients know from…
Generation Gap
Generation Gap From: timesherald.com Baby Boomers: your millennial children are worse off than you. With a median household income of $40,581, millennials earn 20 percent less than boomers did at…
