Star Trek Econ 201: Utopia, the Final Frontier
Rather than focus on "getting more" for clients, planners can help clients reach a higher level of happiness.
Fiduciary September 2015: An Historic Time for Fiduciary Advice
Reclaim your Advisers Act heritage, urges the Institute for The Fiduciary Standard, and tell your story to investors in the public square.
No Taxation With Diversification
An exchange fund — aka a stock swap fund — can help clients diversify out of their concentrated holdings without the immediate tax hit.
Jobs Report Could Portend Fed’s Next Move—Searching for Alpha for September 2015
Remember September 2008's jobs report? Friday's could be just as important for stocks.
Avoiding Pre-Retirement Rollover Traps: The Pro Rata Rule
Roth conversions and 401(k)-to-IRA rollovers often do not mix, especially in the same year.
Model Portfolios: Watching Inflows and Outflows
Model portfolios can be very helpful, especially in a market decline, but watch for imbalances created by inflows and outflows from the portfolio.
Ritholtz: Mom and Pop Learn to Outsmart Wall Street Pros
Mom and Pop were content to ride out the market’s volatility this past month, Barry Ritholtz writes. Meanwhile, it was the pros who lost it.
Why Donor-Advised Funds Could Be Your Clients’ Charity ‘Vehicle’ of Choice
What vehicle do young tech billionaires, retired farmers and kids too young for a driver’s license share? Donor-advised funds.
High Risk, High Returns? Not Quite
There's just one problem with the theory that risk and return are correlated: It doesn't seem to fit the data.
Ritholtz: A Real Estate Recovery That’s Not Quite There
New home sales are trending far below their historic averages, Barry Ritholtz writes. Will the weakness continue?