New Study Predicts Charitable Giving Rise in 2017 and 2018
Increases in the U.S. economy will lead to a near-term rise in philanthropic giving, Indiana University’s Lilly Family School of Philanthropy predicts.
Janus Advisor Guide: Beware of Correlations, and Other Investment Tips
Janus Funds’ 2017 Wealth Advisor’s Guide identifies the intended and unintended risks of advisors’ asset allocations in their model portfolios.
16 Best Fund Managers of 2016: Morningstar
The list includes big firms (like Vanguard) and some smaller names (such as Parnassus) in four categories.
10 Best Foreign Countries for Retirement: 2017
International Living ranked the top retirement destinations based on cost of living, health care and more.
AICPA Issues Updated Tax Guide for CPA Financial Planners
Republican-controlled Congress will address individual and corporate tax reform together, says Andy Friedman.
The Best & Worst Performing Airlines in the World
FlightStats’ yearly list rating international airlines for on-time performance.
Get Ready to Pay $500 More in Social Security Taxes
Why an automatic change in a Social Security rule may sting in 2017.
DOL’s Perez Makes Plea to Trump as NAFA Appeals Fiduciary Decision
In an exit memo, Perez said the next administration and Congress “must adequately fund DOL’s enforcement” of the fiduciary and overtime rules.
4 Tax-Planning Tips for a Fiscally Healthy 2017
While financial planning is always important, looking ahead to the 2017 tax year may prove more valuable than ever given the political upheaval.
3 Insurance Policies for Ultra HNW Clients
Chubb Personal Risk Services found that these unique risks for the wealthy require special coverage.