Building the Modern-Day Stretch IRA: Proceed With Caution
The Supreme Court’s recent finding on non-spousal inherited IRAs has generated renewed interest in how to structure the IRA as a wealth transfer vehicle.
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.
Guidelines for Best Fiduciary Practices Set by Institute
The Institute for the Fiduciary Standard's new whitepaper focuses on the premises and principles that should be the basis for best fiduciary practices.
401(k)s With Company Stock Fading Fast
The practice of putting company shares into retirement plans has been waning for some time, but a recent Supreme Court decision could hasten its demise.
On Same-Sex Couples’ Money Matters, Confusion Reigns
Many same-sex married couples don’t talk about money, and many need advice on new laws, Wells Fargo says.
Top 3 Main Challenges to Investors in Argentina
Recession, inflation and high risk: What’s not to like?
Social Security: Then, Now and the Future
To understand Social Security's future, you have to know its past. A Social Security primer, with some surprising facts about who benefits most and least.
FINRA’s ‘Total Warfare’ Against Brokers in Arbitration
Breakaway brokers and pros across the financial industry cite biased panelists, missing hearing records and a 93% win rate for brokerages.
10 Things to Know About How Investments Are Taxed
Among the investment products advisors recommend to their clients, mutual funds and ETFs top the list, so it's vital to understand their tax implications.
History Lessons in Investment Folly
The past provides keys to portfolio protection.