Does Uncle Sam comply with the DOL fiduciary rule?
By Allison BellThe rickety Pension Benefit Guaranty Corp. keeps collecting premiums from employers.
March 27, 2017
Investors Optimistically Terrified, but Tactical Moves ExistWhile we cant predict the markets' future, options do exist for tactical thinkers on both sides of the trade.
March 27, 2017
Is Your Technology Working Against You?Technology is meant to simplify an advisor's business, but when Mike Damas set up his independent RIA firm, he found it was doing the opposite.
March 27, 2017
Clients Regret Their Irrevocable Trusts? Try the ‘Decanting’ SolutionFor clients who regret establishing irrevocable trusts, many states now allow modifications to those trusts.
March 24, 2017
Trump’s Misplaced Priorities Imperil His Economic AgendaThe president is on the verge of endangering the most significant aspect of his entire agenda -- a once-in-a-generation opportunity to accomplish tax reform.
March 24, 2017
Advising Clients on Social Security: Talking Points, Part 5This fifth and final installment will discuss Social Security provisions relating to public employees along with the taxation of Social Security benefits.
March 23, 2017
Thou Shalt Not Buy Biblically Responsible ETFsThe companies CWM will not invest in do not reflect biblical values. But the ETF provider goes further than most SRI funds.
March 23, 2017
Wake up, Dave Ramsey: Your math is flawedBad math can make something completely wrong sound completely right. That's why financial nerds (like this columnist) are repelled by Ramsey and those like him.
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