Category: Advisors

So-called safe havens aren’t so safe

What does the current market environment favor? One sector is financials, as measured by Financial Select Sector SPDR ETF (XLF) and iShares U.S. Regional Banks ETF...

Here’s how to properly handle that sudden cash windfall

It’s important to think about how you to deal with the bequest versus letting it just happen, according to Mendels, because moving too quickly can result in poor...

Everything you need to know about bitcoin and your taxes

Bitcoin had its coming-out party in 2017. With all the excitement and opportunities around cryptcurrency, it might be easy to forget about crypto taxation. Almost every...

Olympic medalist Chris Mazdzer sets sights on financial planning career

Getty Images Chris Mazdzer of the United States reacts during the Luge Team Relay on day six of the PyeongChang 2018 Winter Olympic Games at Olympic Sliding Centre on...

Advisors are offering ‘fatally flawed’ advice to their clients, advisor says

People today are living their lives online, but many estate plans fail to make provisions for that. Photographs that are typically stored on social media websites are...

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...