GOP Tax Bill Bolsters 529 Plans
The bill may make 529 college savings plans “more palatable,” says Savingforcollege's Martha Kortiak Mert.
GOP Tax Reform Bill Unveiled: A First Look
The bill does contain a few twists — especially with respect to popular itemized deductions and small-business taxation.
10 Points About Forecasting and Why We Stink at It
Even though predictions are almost useless, we persist in making and listening to them, Barry Ritholtz writes.
GOP Tax Plan Spares 401(k)s, Targets IRAs
While retirement savings provisions look to be unaltered, the bill eliminates the recharacterization of IRA contributions.
Franklin Templeton to Launch 16 Passive ETFs
With fees of 9 to 19 basis points, the fund firm joins the low-priced ETF space with country-specific and regional products.
How Advisors Really Use Morningstar Fund Ratings
A recent Wall Street Journal investigation found the ratings have a limited value, but most advisors already knew that.
Dividend Stocks Can Be Compelling Internationally, Too
Is there upside in global equities, given frothy valuations and an almost unheard-of bull market?
Retirement Saving Checklist: 15 Things to Know That Can Lead to Success
Using this checklist, clients can be better prepared for retirement by assessing their behavior and actions around retirement saving.
Morningstar’s Good and Bad 529 Savings Plans in 2017
Morningstar has upgraded ratings for six 529 college savings plans and downgraded ratings for three.
10 Things About RMDs You Need to Know
Retirees who misunderstand RMDs could be in for some pretty unpleasant — and expensive — surprises.