Global Realities Won’t Overcome Investor Complacency: Searching for Alpha for October 2014
Stocks, bonds and credit finished in the red in September, but the current bull market has as much to do with sentiment as fundamentals.
Lessons From Bill Gross' Departure From PIMCO
To begin, did PIMCO really not have a succession plan in place for their key man?
IRS Blesses 401(k) Rollovers With Pre-, After-Tax Contributions
New IRS rules change the treatment of after-tax retirement plan assets upon distribution, providing flexibility and certainty for clients with both pretax and after-tax contributions.
Using Monte Carlo in Financial Planning: The Assumptions
When creating a financial plan, Monte Carlo simulation can, and in some cases should, be used. Here are the assumptions I test.
Helping Clients Avoid the IRS on Tax-Free Inherited IRA Rollovers
IRS blessed tax-free rollovers for two spouses inheriting IRAs that didn't name them as beneficiaries, but they could have done the same with proper planning.
Small-Cap Woes: It’s All About Rates (Not the Death Cross)
But does the weakness in small-cap indexes present a short-term trading opportunity?
Top 10 Social Security Myths: Part 1
Don’t let your clients sacrifice their benefits on the altar of misinformation. In part one of a series, we debunk five big Social Security myths.
A Financial Plan’s Two Most Important Assumptions
Amid the myriad of inputs into a financial plan, there are two on which it’s important to run a Monte Carlo simulation.
How Liquid Are Liquid Alts?
A MarketWatch article claims that the term liquid alternatives typically means buying illiquid securities—like private credits and some derivative issues—is unfounded. Here's why.
What Do ETFs Really Cost?
There are significant misconceptions that exist about the total expense ratio of ETFs, including among some people considered ETF experts.