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.
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.
Gun Trusts? Yes, Gun Trusts.
The disposition of a firearm at death is not so simple.