For Once, Two Certainties in D.C.: New SEC Commissioners, DOL Fiduciary Rule
By Melanie WaddellThe New Year yes, Im talking about 2016 already will bring with it two certainties: A final fiduciary rule will be unveiled and new commissioners will arrive at the SEC.
August 31, 2015
Jobs Report Could Portend Fed’s Next Move—Searching for Alpha for September 2015Remember September 2008's jobs report? Friday's could be just as important for stocks.
August 31, 2015
Avoiding Pre-Retirement Rollover Traps: The Pro Rata RuleRoth conversions and 401(k)-to-IRA rollovers often do not mix, especially in the same year.
August 31, 2015
On the Third Hand: Plan dataAt least those soulless publicly traded corporations publish quarterly reports.
August 31, 2015
Dave Ramsey's unjust war on whole life insuranceEight and a half million listeners are impacted by Dave Ramseys misguided message that whole life insurance is a really bad product.
August 31, 2015
Model Portfolios: Watching Inflows and OutflowsModel portfolios can be very helpful, especially in a market decline, but watch for imbalances created by inflows and outflows from the portfolio.
August 28, 2015
In just a few short days, an advisor’s value is determinedDont you wonder what your clients thought as they heard the news that the market was crashing? Did they feel comforted by the planning youve done for them?
August 28, 2015
The razor blade of life"Free to try" may get consumers' attention, but it can also lead to delivery problems.
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