Ethical Wills: A Good Way to Get Close to Clients
It may not be right for all your clients, or for your practice, but helping clients draw up an ethical will can deepen your relationship.
Texas Billionaire’s Odd Way of Saving Heirs Some Tax Dollars
It's not actually a good idea to lose $2.8 billion to save $1.1 billion in taxes.
It’s Not the Heat, It’s the (Lack of) Volatility: Searching for Alpha for July 2014
Today’s low-vol, high-returning scenario may well attract new money to the markets, but a return to more normal volatility levels could quickly reverse those flows.
Ritholtz: The Shame of Alternative Investments
The "Yale model" of investing no longer works, Ritholtz says, because there just aren't enough good alternative investments to go around.
Qualifying 401(k) Dollars for Stretch IRA Treatment
Stretch IRAs can allow beneficiaries to stretch tax-deferral benefits for years after the original owner’s death, but beware of the potential tax hit.
A Fresh Look at Portfolio Construction: Setting Goals With the Client
To win clients, advisors must show prospects their clear and rational process in building portfolios.
Clients Moving to the City, Pt. 2: Changing Addresses, Changing Risks
It’s not that living in a beautiful condo or co-op apartment is riskier than a fine home in the suburbs—the risks are merely different.
2 Tax-Efficient Savings Strategies for Right Now: Tax Season Lesson, Pt. 2
Here are some counterintuitive strategies to save money in the most tax-efficient manner today (which might change as the IRC changes).
The Message of a $549,000 Watch
A suggestion: some folks might want to make some of their conspicuous consumption a little less conspicuous.
About That DOL Fiduciary Survey ...
A closer look at the Greenwald study of the small-business impact of DOL's fiduciary plan reveals the spin machine at work. Why the scare tactics?