My eMoney Review: Good, but What’s With Monte Carlo?
I’ve found eMoney to be one of the best options on the market today for financial planners, but I’ve also found two curious issues with the software.
Finke: Is the Time Right for REITs?
Since their epic fall in the Great Recession, REITs have rebounded big time. A fresh look at whether they make sense in a modern portfolio.
Tax Court Untangles NIIT Passive Activity Trap for Trusts
A recent Tax Court decision paves the way for new trust planning techniques for dealing with the new 3.8% tax on investment-type income.
How I’m Using Acrobat Pro to Become More Efficient
Considering going paperless? Here’s a step I’m taking in that direction: using Adobe Acrobat Pro for client questionnaires.
Remind Clients of the Non-Market Returns You Provide: 7 Examples
Beyond the returns on their portfolios, chances are good that you’ve provided plenty of non-market returns for your clients. You may want to remind them of this value you provide; here are seven examples.
What I Do in My Practice, Pt. 5: Taxes and Home Buying
Yes, it’s a good time to buy, considering the prices available in much of the country. But don’t forget the tax issues when buying a rental home.
How Bernie Madoff Is Harming Your IRA
Madoff, it seems, is having a profound and lasting effect on how large firms handle IRAs, which is to say that more and more are not handling them at all.