Tax Changes Make Cash Balance Plans Even More Attractive
Small business owners interested in taking advantage of the new 20 percent qualified business income (QBI) deduction under the 2017 tax law should consider taking a look at pairing a […]
Is Your Robo-Advisor Hiding Something?
Robo-advisor platforms are on the rise, and many of us are familiar with the pros and cons of these platforms. On the “pro” side, robo-advisors provide their customers with high-quality, […]
The Value of an Advisor Part 8: Total Returns vs. Income Investing
Many of us remember a time in the not too distant past when retirees could hold a diversified portfolio of equity and fixed income investments and live off the dividends […]
The Value of an Advisor Part 7: Withdrawal Order
Most individual investors spend a lifetime saving and accumulating assets so that one day they will be able to fund a comfortable retirement. By the time these individuals reach the […]
The Value of an Advisor Part 6: Behavioral Coaching
For such a data-driven and somewhat stiff and boring industry, finance never ceases to amaze in its capacity to evoke raw, real emotion in individuals who depend on it to […]
