Estate Planning for Users of Assisted Reproductive Technology
By Wendy S. Goffe, Kim KaminToday, parentage can come in at least three different types.
October 03, 2017
A Historical Defense of the All-American Estate TaxOne thing about it: Andrew Carnegie liked it.
October 03, 2017
Focus on the Ground GameAfter a 5-year streak of stock returns averaging over 14%, focus on winning the game for your clients rather than keeping up with the S&P.
October 03, 2017
3 Ways Fixed Annuities Can Outperform Bond Mutual FundsSome flavors of 'plain vanilla' may be better, for some clients, than others.
October 02, 2017
A Brand New Election Theory: Sicker Counties Swung for TrumpResearchers found a strong correlation between poor public health and a swing from blue in 2012 to red in 2016.
October 02, 2017
Why You Can’t Be ‘Three-Quarters of a Fiduciary’Former SEC Commissioner Luis Aguilars comments reverberate more loudly today, as fiduciary rules at DOL, SEC and CFP Board come into focus.
October 02, 2017
Common Questions on HSA ContributionsIf you occasionally sell an HSA, print this and tape it by your desk, or on the top of your laptop.
October 02, 2017
4 Market Sectors Vulnerable to a CorrectionInvestors have crowded into certain investments and may be too complacent about the risk in some of the most popular segments of the market.
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