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, maximizing deductions from IRAs 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 feel more pressure to maintain their status than older generations.
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.
Investors Increasingly Have More Than One Advisor: Hearts & Wallets
About a third of investors added a new relationship with a financial services provider last year, according to a report from Hearts & Wallets.
Military Retirement Overhaul Calls for DC, DB Blend
Lawmakers are debating major reforms to the military retirement system, proposing a new system combining the current defined benefit plan with elements of a 401(k).
529 College Plan Bill to Be Debated in Senate Committee
The bill is intended to "modernize" 529 plans and would designate computers as a qualified expense, among other provisions.
Fund Fees Plunge Thanks to Investors
Fund expenses are coming down, but don’t thank the financial services industry.
To Maximize the Value of IRAs, Take Action When Client Is 69
IRA owners will say the year in which you turn 70 ½ is most critical, but it's the prior year when clients can reduce RMDs.