How to Explain China’s Stock Market Crash to Your Clients
The crash in the Chinese stock market is very serious, but the likelihood of it spreading to U.S. equity markets is low.
Sophisticated Cars, Sophisticated Risks
Automobiles are more high tech than ever, but they also usher in new financial risks for their owners.
Final Regs Clear Path to Portability for Smaller Estates
Clients leaving relatively modest estates should pay attention to the recently released IRS final regulations governing the deceased spousal unused exclusion amount.
The Case for Skipping the 401(k)-to-IRA Rollover
There are important scenarios in which an IRA rollover is not the best move when changing employers.
Untangling the FATCA Web for Hedge Funds (Next Up: GATCA)
Think that since there is no IRS registration requirement, U.S.-domiciled funds aren’t subject to FATCA? Think again.
Using a Stock Swap to Maximize Clients’ Compensation
In the current market, executives who receive company equity are seeking ways to maximize their wealth in a tax-efficient manner.
Has Deborah Fox Cracked the Millennial Code?
The Fox Financial Planning Network CEO says she offers a solution to how independent advisors can retain client assets from one generation to the next.
Home Security Cameras: ‘Gotcha Cams’ Deter or Detect Crimes, at a Cost
The market for “pinhole” video cameras is booming, but high-net-worth families should know the disconcerting legal consequences for their improper use.
The 401(k) Loan: Friend or Foe for Clients?
Borrowing from a 401(k) plan is often a taboo subject for clients, but there are many scenarios where a client will need to borrow funds.
10 Myths About Risk Tolerance and How to Accurately Measure It
There are many myths about risk tolerance and how it can be applied in financial planning. Two authors from FinaMetrica clear up the confusion.