Gundlach: Robos Could Cause Next Crash; Passive Mania Will Wane
Speaking at FPA NorCal, the bond king sounds off on passive investing, robos, rates and the S&P 500.
To Involve the Family in Financial Planning, Start With These 3 Topics
These tips will help you engage the next generation of clients in planning for the most critical financial stages in life.
When Life Insurance Isn’t a Lifetime Investment
When a client needs to part with a “permanent” type of life insurance policy like whole life, be sure to carefully evaluate the tax consequences.
Fund Expenses Drop 7% in 2016; Vanguard Leads the Pack: Morningstar
The largest fund family had an asset-weighted average expense ratio of 0.11% last year, the research firm says.
TIAA's Target Date Fund Alternative Acts Like a Pension
Partnering with DFA, TIAA developed a model that focuses on income rather than accumulation.
31 Worst Paying College Majors: 2017
ThinkAdvisor narrowed down PayScale’s ranking of 336 majors and found that helping people can be a financially thankless job.
30 Best Paying College Majors: 2017
ThinkAdvisor whittled down PayScale’s starting salary rankings of 336 majors, which show science and math dominating.
Heads of Wealthy Families Hold Off Disclosing Inheritance: Wilmington Trust
Among wealth holders, 67% are apprehensive about sharing inheritance details.
For Estate Planning, Don’t Overlook Late Portability Elections
Fortunately, the IRS has provided relief for certain clients who have failed to make a timely portability election.
Planning for Longer Lives: Fading Capacity
A corollary to planning for higher income in retirement is planning for the time when one may not be able to manage one’s own care.