Category: Advisors

Investors with target-date funds should brace for volatility

These funds — whose assets start out in riskier assets like stocks and automatically shift into more conservative investments as you approach retirement — also are...

It’s time for advisors to think about estate planning

Topics to touch on include fitting the estate plan within the context of the investor’s overall financial plan. “With $22 million in exemptions, it’s...

Investors pile into bond funds just as smart market money turns away

“The big win was to hedge at that point,” he said. He added, “You have to remember the pundits and dynamos of the industry are traders. “A lot...

One financial advisor’s bitcoin journey

By now, even your grandmother probably knows what a bitcoin is. If that’s not a sign of something going mainstream, I don’t know what is. As a financial...

Employers should use corporate tax cut for larger 401(k) match

Today thousands of controllers, chief financial officers and finance people are discussing ways to best use that corporate tax reduction that was handed to them before...

Why some fear can be healthy for investors

Sam Edwards/Caiaimage | Getty Images A dose of healthy fear is good for investors, even during bull markets. The year 2017 was a good year to be an investor. The Dow...

Start the new year with a financial plan

A financial plan is more than just a budget, reviewing your investment gains/losses or even having a 180-page document that sits on a shelf or in a drawer. Your...

Financial advisors should freely disclose all fees

You may not be paying close enough attention to fee transparency while working with your financial advisor, and it could be costing you big time. “High fees,...

The oldest trick in the investment book

The oldest rule in the financial book is that risk and return are related. If you want a higher expected return, you have to take on more risk. If you want to lower...

5 important year-end tax strategies you shouldn’t miss

The end of the year can be a hectic time. With the holiday season in full effect, we find ourselves cooking, shopping, and entertaining friends and family. But one thing...