The Roth Annuity: A Bright Star in Annuity Investing
Adding a Roth IRA can eliminate or reduce the impact of the downsides of an annuity investing strategy and can improve the future tax scenario.
A Better Theory to Explain Financial Bubbles
Answering this question is hugely important, not just for people’s pensions and retirement, but for the whole economy.
Supreme Court Leaves Insider-Trading Law Alone
Insiders who corruptly misuse corporate information are guilty of insider trading. Investment analysts who call up the companies and asking them questions, are not.
Michael Lewis’ Portrait of Two Men Who Changed the World
Lewis’ book on Amos Tversky and Daniel Kahneman is an introduction to behavioral economics thinly disguised as a biography of its two protagonists.
Large Cracks Beginning To Form Under Robo-Advisors
Now that the industry is processing what the delivery of financial advice will look like in the post-DOL fiduciary world, a new picture of the robo threat is emerging.
DOL Fiduciary Rule's Fate: 3 Possible Scenarios
Even if the Trump administration decides to delay or withdraw the rule, rollovers will continue to be a focus of regulators, attorney Fred Reish says.
Optimizing Clients’ Charitable Giving This Season
Clients’ portfolios have done well this year, so charitable giving seems appropriate. But what’s the best way to practice philanthropy?
Don't Lower Corporate Taxes. Abolish Them.
Business-friendly governments in the U.S. and the U.K. should eliminate corporate levies and just tax personal income and consumption.
A Big Data Solution for Proactive Compliance Programs
For forward-thinking firms, internal investigations via big data monitoring are part of their regulatory compliance program, rather than a result of alleged misconduct.
The End of Long-Term Care Insurance as We Know It?
Many insurance carriers who have exited the traditional LTCI market have developed alternative products.