‘Living Inheritance’ Could Hurt Retirement
A report by HSBC identified a “living inheritance” trend among Americans, as 43% of retirees said they were providing regular financial support to another person.
Many Millionaires Say No to Advisors on Retirement Planning
Almost one-third of millionaires nearing retirement have never consulted an advisor because they feel they can do better on their own, a Deloitte survey found.
The 2015 IA 35 for 35 Calendar
Throughout May, we’ll publish extended versions of the interviews and profiles that appeared in the May issue of Investment Advisor. We'll update this calendar with links to each article as they are published.
A Little-Known Bond Vehicle for When Interest Rates Rise
Target date bond ETFs have been skating under the radar since 2010. But that could change when markets become convinced that rates will soon rise.
Under the Hood: Planning Opportunities From a Client’s 1040, Pt. 3: Retirement Plans
Concluding our discussion on how looking at clients’ tax returns provides value, we look at deductions from gross income, including IRA and other retirement plans.
Senate Finance Passes 529 Reform Bill
The bipartisan bill modernizes the treatment of 529 plans in three ways.
Fear Fuels Millionaires’ Drive for More Wealth, UBS Survey Finds
UBS survey says millennial millionaires more pressured to maintain their status than older generations.
Bernanke Joins PIMCO as Senior Adviser
Former Fed chair was recently hired as an adviser to a hedge fund, and will continue as a fellow with the Brookings Institution.
Fed Likely Punting Rate Hike Till Later as Growth Cools
Fed expects a rebound from “transitory factors” hampering GDP in Q1.
Fund Investors Favored Taxable Bonds, International Equities in March
Mutual funds saw overall net outflows in March for the first time this year, but taxable bond and international equities found favor with investors, while international equity ETFs took in $24 billion.