5 Things to Know About Valuing Annuities and Other Client Assets
By Stephan R. Leimberg, L. Paul Hood, Jr., Jay Katz, Edwin P. Morrow, Martin M. ShenkmanDetermining how much any given asset is worth, and when, may be complicated.
October 16, 2017
New HUD Reverse Mortgage Rules Change the Game for BorrowersHUD recently implemented new rules that may make a reverse mortgage line of credit substantially less attractive to many seniors.
October 16, 2017
Fee-Based Annuities and the Fiduciary Rule: One Size Doesn’t Fit AllFee-based annuities are the product for advisors who wish to continue to sell variable and fixed indexed annuity products under the rule.
October 13, 2017
Trump Tax Cuts and Tax-Free Retirement PlanningHeres one wrinkle: any changes made through budget reconciliation would expire in year 11.
October 13, 2017
For Wells Fargo, the Heat Just Got Turned UpSomeday, Wells Fargo & Co. shareholders may have something to be cheerful about. That's not today.
October 13, 2017
Optimize Your Clients' Vision Coverage ValueSure, it's a busy news day in Washington but think about what's really important.
October 12, 2017
Understanding What Makes Vanguard So SuccessfulLow costs help, but that's only part of the explanation, Barry Ritholtz says.
October 12, 2017
Come On, Bondholders, Give Puerto Rico a BreakYou took on risk. You lost. That's life. Now think of the victims of Hurricane Maria.
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