It’s the scenario investors dread: The stock market plummets and along with it, the value of their accounts. Panic ensues as investors demand their advisors sell out of the market…
AdvicePeriodAugust 24, 2018
It is said that the only things certain in life are death and taxes. Unless, of course, you are talking about the sweeping tax reform legislation set to become law…
AdvicePeriodDecember 20, 2017
For many investors, passive investing has one overriding problem: the name. The term “passive” can suggest compromise, the idea that the goal of obtaining superior investment results through a more hands-on approach…
AdvicePeriodDecember 14, 2017
Having a substantial nest egg to pass on to heirs holds both promise and pitfalls. The promise is the financial security that a substantial inheritance can offer loved ones. The…
AdvicePeriodOctober 26, 2017
Hope. It is the only thing stronger than fear. A little hope is effective. A lot of hope is dangerous. A spark is fine, as long as it’s contained. A…
AdvicePeriodMarch 15, 2017
You—not any advisor—are responsible for deciding how much of your assets you spend for various advisory services, based on what you’ll receive in return. Your decisions will have a meaningful…
AdvicePeriodDecember 20, 2016
Next month, Americans will head to the polls to elect the next president of the United States. While the outcome is unknown, one thing is for certain: There will be…
AdvicePeriodOctober 13, 2016
First, addition by subtraction. Put down the Wall Street Journal. For crying out loud, shut off CNBC. Avoid financial salesmen who charge commissions, but call themselves “advisors.” These are all…
AdvicePeriodSeptember 16, 2016
On August 4, 2016, the Treasury Department released Proposed Regulations that seek to eliminate valuation discounts for interests in family-controlled entities. The impact of these new rules is significant and…
AdvicePeriodSeptember 2, 2016
