Category: Advisors

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...

Here are some signs you are living beyond your means

1. You are not saving at least 5 percent of your income. You should save more like 10 percent to 15 percent or even 20 percent of your income. But if you can’t...

A Latin American real estate fund became a marijuana ETF overnight, and it's all perfectly legal

An ETF investing in Latin American real estate became a marijuana fund overnight, and it's all perfectly legal. Source link

A Middle-Class Tax Cut? It Depends Who and Where You Are

Republicans promised a middle-class tax cut. So far, they have created mostly middle-class confusion. Both the evolving House bill and the emerging Senate plan would...

The benefits of a ‘third-party’ special needs trust

What is the difference between a special needs trust and a third-party special needs trust? Authorized by federal law, a special needs trust is an irrevocable trust...

As bitcoin soars and ICOs spread, advisors urge caution

It’s been a wild ride for bitcoin investors in the last week. The news that the CME Group would launch a futures contract on the first and most highly valued...