7 Lessons From the U.K.'s Departure From EU
The "leave" decision is about much more than a narrow majority of citizens refusing to follow their political leaders.
Revenge Would Be the Wrong EU Response to U.K. Exit
As predicted during the campaign, the EU vote casts a long shadow over the U.K. economic outlook.
Excess 529 Plan Funds: Putting Them to (Tax-Preferred) Work
The rules governing excess 529 college savings funds are nuanced and surprising, so the devil's in the details when it comes to maintaining their tax-preferred status.
Meet Virtually, Invest Digitally: The New Wealth Management
Virtual reality, digital currency and frictionless trading: how technology innovation is bringing the future closer.
What Owner-Advisors Need to Know About Consultants
There’s a lifecycle to consultant-client relationships that changes over time, plus beware lupine "consultants" in sheep's clothing.
Fiduciary Self-Assessments: Hype or Help?
Following the Institute for the Fiduciary Standard's Best Practices for Fiduciary Advisors can provide a substantial market boost to professional advisors.
Great, I'm Divorced, Now What?
A financial primer for the newly single, including areas where an advisor can provide valuable assistance.
When Divorced Parents Disagree About Who Pays for College
When it comes to paying for college, there are added layers of complexity for divorced parents. Lessons from New Jersey.
Why HBO’s John Oliver Is Spot On About Brexit
The host of HBO’s “Last Week Tonight With John Oliver” turned his comedic firepower on the drama that is Brexit.
HSAs, Medicare and Social Security: Avoiding Tax Penalties
Once eligible to receive Medicare benefits, a client can no longer contribute to an HSA, but the story doesn’t end there.