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.
Beware: ETN Pitfalls Abound
ETNs have a number of benefits, but also shortcomings, including credit risk and taxation. It's important that advisors weigh ETNs' pros and cons to make the right choice for clients.
Ritholtz: Calpers’ Hedge Fund Exit Sets Off an Earthquake
Calpers’ decision to pull out of hedge funds could be a sign of radical change in the fund industry as a whole, Barry Ritholtz writes.
When Active ETFs Aren't Really Active
Because of the SEC's approval of transparent, actively managed ETFs, advisors can now select from an increasing array of passively and actively managed ETFs for building and maintaining client portfolios.
Warren Buffett Talks to Senators Sometimes
Warren Buffett spoke to Sen. Orrin Hatch before investing in the Tim Hortons/Burger King deal. This is the sort of conversation legislators should be having.