Trump Tax Reform May Prompt Changes in Clients’ 401(k) Strategies
The new era is expected to substantially reduce income tax rates for high earners but will complicate retirement income planning.
Selling Fiduciary: A Prototype for Independent RIAs
Dan Moisand's firm can teach the industry how to take the fiduciary standard to the next level.
The Path Forward for the Proposed Family-Controlled Business Valuation Regulations
Strong negative public reaction and the incoming Trump administration call a controversial proposed rule into question.
How the Trump Rally Could Save Endowments
It’s well known that recent years haven’t been kind to hedge funds; less well known is that endowments and foundations have also faced headwinds.
Climate Change Is Real: The Investing Implications
We can avoid arguing about the causes of climate change and simply put our money to work in companies that deal with the consequences.
The Roth Annuity: A Bright Star in Annuity Investing
Adding a Roth IRA can eliminate or reduce the impact of the downsides of an annuity investing strategy and can improve the future tax scenario.
Optimizing Clients’ Charitable Giving This Season
Clients’ portfolios have done well this year, so charitable giving seems appropriate. But what’s the best way to practice philanthropy?
The End of Long-Term Care Insurance as We Know It?
Many insurance carriers who have exited the traditional LTCI market have developed alternative products.
Where Charitable Giving May Head With Trump
Studies by the Congressional Budget Office and Treasury have suggested that repealing the estate tax would cut into philanthropy.
7 Estate Planning Resolutions for Clients to Make Now
The post-election, busy holiday season is actually the right time to ensure clients' estate plans are up to date.