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AdvisoryHQ's List of the Top 13 Best Financial Advisors in Florida
AdvisoryHQ's List of the Top 13 Best Financial Advisors in Florida Fri, Mar 31, 2017 People often pay a lot for a financial advisor to push products, not to actually provide advice. FirsTrust rebels against this model by providing financial advice that serves to work in the best interests of its clients. They preserve the objectivity... Read More

Disclaimer Tue, Jan 03, 2017 Full Disclosure: Nothing on this site should ever be considered to be advice, research or an invitation to buy or sell any securities, please see our Terms & Conditions page for a full disclaimer. Read More

Yikes! Clients still don’t trust their advisors, CFA Institute finds (as seen in financialplanning.com)
Yikes! Clients still don’t trust their advisors, CFA Institute finds (as seen in financialplanning.com) Mon, Apr 09, 2018 In an industry where members often talk of acting as fiduciary in the best interest of their clients, most investors still believe that their advisors fail to fully disclose conflicts of interest and the fees they charge a new survey by the CFA Insti... Read More

Why 60/40 Portfolios Are Downright Dangerous Today (as seen in Financial Advisor Magazine)
Why 60/40 Portfolios Are Downright Dangerous Today (as seen in Financial Advisor Magazine) Fri, Mar 23, 2018 ................During the short nine days of trading from late January to February 8, the S&P 500 fell like a skydiver leaping out of a plane: fast and down. In a classic flight-to-quality response, investors pulled their parachutes, socking billio... Read More

RMD Strategies for Your Retirement Accounts by Bob Carlson in Forbes
RMD Strategies for Your Retirement Accounts by Bob Carlson in Forbes Mon, Mar 19, 2018 ........It’s almost April 1. That means it's required minimum distribution (RMD) time for senior Americans. Those who turned 70½ last year face the deadline for taking the first RMDs from their qualified retirement plans. Their older cohorts should b... Read More

IRS Warns About Tax Scams During Tax Season
IRS Warns About Tax Scams During Tax Season Fri, Feb 23, 2018 On February 1, 2018, the Internal Revenue Service issued a warning to taxpayers to watch out for fake emails or websites impersonating the IRS and trying to steal your personal information as well as aggressive phone scammers demanding immediate paym... Read More

Trump's Tax Plan and How It Affects You (by Kimberly Amadeo)
Trump's Tax Plan and How It Affects You (by Kimberly Amadeo) Fri, Feb 16, 2018 On December 22, 2017, President Trump signed the Tax Cuts and Jobs Act. It cuts the corporate tax rate from 35 percent to 21 percent beginning in 2018. The top individual tax rate will drop to 37 percent. It cuts income tax rates, doubles the standar... Read More

26 Ways the New Tax Law Will Affect Your Wallet (as seen in Kiplinger)
26 Ways the New Tax Law Will Affect Your Wallet (as seen in Kiplinger) Thu, Feb 15, 2018 Do the pros and cons found in the 500-plus pages of legislative language add up to good news or bad news for your family’s bottom line?.......Here’s a look at key provisions of the new law that could affect everything from your family to your investm... Read More

5 Signs You're Getting Bad Financial Advice (as seen in NerdWallet)
5 Signs You're Getting Bad Financial Advice (as seen in NerdWallet) Thu, Jan 18, 2018 ..............Horrible haircuts grow out, and broken hearts eventually heal. But bad money advice leaves a lasting mark on your bottom line. Here's how to spot bad financial counsel - and the folks dishing it - before any damage can be done............. Read More

How To Avoid Being Victimized By Financial Deception (as seen in Forbes)
How To Avoid Being Victimized By Financial Deception (as seen in Forbes) Mon, Jan 15, 2018 So, how can you help ensure that you’ll not become a victim of financial deception, however tempting a commercial or individual plea may seem? Consider these two simple steps: Read More

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