Does Uncle Sam comply with the DOL fiduciary rule?
The rickety Pension Benefit Guaranty Corp. keeps collecting premiums from employers.
The BellCare ACA fixer proposal
One simple patch might be to fund the ACA exchange subsidy programs.
Investors Optimistically Terrified, but Tactical Moves Exist
While we can’t predict the markets' future, options do exist for tactical thinkers along portfolio protection solutions on both sides of the trade.
Is Your Technology Working Against You?
Technology is meant to simplify an advisor's business, but when Mike Damas set up his independent RIA firm, he found it was doing the opposite.
Clients Regret Their Irrevocable Trusts? Try the ‘Decanting’ Solution
For clients who regret establishing irrevocable trusts, many states now allow modifications to those trusts.
Today’s Advisor CRM: Not Your Father’s Rolodex
CRM tends to be the most under-appreciated technology in an advisor's toolbox despite the fact that choosing a CRM is one of the more important decisions an advisor can make.
Trump’s Misplaced Priorities Imperil His Economic Agenda
The president is on the verge of endangering the most significant aspect of his entire agenda -- a once-in-a-generation opportunity to accomplish tax reform.
Advising Clients on Social Security: Talking Points, Part 5
This fifth and final installment will discuss Social Security provisions relating to Public Employees along with the taxation of Social Security benefits.
Wake up, Dave Ramsey: Your math is flawed
Bad math can make something completely wrong sound completely right. That's why financial nerds (like this columnist) are repelled by Ramsey and those like him.
Advising Clients on Social Security: Talking Points, Part 4
In this installment, we are going to discuss a few lighter topics: Do Over, Voluntary Suspension, Family Maximum and Filing for Benefits.