The first quarter rite of passage for financial advisers seems to be attending economic forecasts. Yes, it is absolutely as fun as it sounds. Zzzzzz. I try to avoid these meetings because market forecasts are almost never right and…
An alert reader asked me to elaborate a bit on the SECURE Act in relation to the effect on inheriting IRAs. This has received a lot of press, so I guess a lot of people are worried about it. Is…
We are in the depths of despair. Okay, maybe not despair, but the depths of the winter blahs at the very least. You may be fantasizing about an escape to warmer climes soon. Fear not, the opportunity is coming. For…
Well, in reality, they are here. RoboAdvisors, that is. Over the last few years, people in my industry have made a big deal about selling the services of their RoboAdvisors or hand-wringing that RoboAdvisors are the death knell of human…
As a financial adviser, it’s a balance between convincing you to save for the future and not being such a total nag that you don’t enjoy your life. That said, the estimated $20 billion expected to be spent on Valentine’s…
And just like that it seems we go from embarrassing, misspelled, grammatically incorrect tweets which just irritate both allies and haters to real missiles being launched at our enemies and friends. Among other worries, you might wonder how the U.S.…
