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Yikes! Clients still don’t trust their advisors, CFA Institute finds (as seen in financialplanning.com) Tue, Apr 10, 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 conflict of interest and the fees they charge a new survey by the CFA In... Read More

Why 60/40 Portfolios Are Downright Dangerous Today (as seen in Financial Advisor Magazine) Sat, Mar 24, 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 billions into the large... Read More

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 70 1/2 last year face the deadline for taking RMDs from their qualified retirement plans. Their older cohorts should be consi... Read More

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

By Melody Koenig

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 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) 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 you family's bottom line? .... Here's a look at key provisions of the new law that could affect everything from your family to your investmen... 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

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