Category: Advisors

Homeowners can use this tax loophole — at their risk

Starting this year, under the Tax Cuts and Jobs Act, homeowners can only deduct the interest on the debt if the money from a HELOC went toward buying, building or...

Think markets are moody? How about investors?

The next step is for them to work with an advisor whose experience, business model, training and education allow clients to believe absolutely in their advisors’...

Great wealth lessons found in movie blockbuster Black Panther

Preparing the next generation for leadership includes guidance on managing resources and wealth. This lesson is gender neutral despite the gender-specific reference made...

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...