Best Age to Start Claiming Social Security? It’s Really a Gamble
It’s a hard question to answer, but one more question to ask yourself: When do you expect to die?
Celebrate July 4 — and Speak Out for Fiduciaries
Enjoy the barbecue, and also vow to speak out and help ensure industry lobbyists don’t become the public face of fiduciary advisors.
Professionals and Conflicts of Interest: Not Hard to Gauge
Here’s why professionals (and their clients) need standards of ethical conduct that address the proper handling of conflicts of interest.
When Outrage Clouds Political Judgment, in UK and Beyond
Sure, the U.K. had an intense debate about what would happen if the country left the EU, but many voters were simply outraged, and wanted to register that fact.
Imagining the UK and the EU Three Years After Brexit
The U.K. and the EU are leading indicators of how the world economy will fare as more improbables and unthinkables become realities.
Brexit and Investing: There’s a Sale Going On!
Perhaps the most important lesson I’ve learned over the years: Some of the best investment opportunities are found after a market dislocation.
Who’s Tracking IRA Basis? Enter the Advisor
Rollovers, conversions, nondeductible contributions and inherited accounts can all impact how distributions are taxed.
I Don't Hate Gold. I Just Don't Love It.
The underlying reason I love to write about gold is because it offers so many lessons about the behavioral errors of investors.
Brexit: The Political, Market and Portfolio Implications
The U.K. "divorce" from Europe may be messy, but keep the turmoil in perspective, investment strategist Daniel Kern writes.
Brexit: 3 Points to Allay Client Fears
Brexit’s likely result is a return of market volatility for the foreseeable future, so increasing client communication is crucial.