2017 has been a great year for investors. Global equities are higher. Volatility is non-existent. Heck, even left-for-dead fixed income has posted positive returns. However,…
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Forget the Fed. Focus on Coordinated Global Tightening
Tapping $100,000 of Retirement Income Tax Free
Minimizing taxable income in retirement is an Olympic sport for financial advisors. Roth conversions, charitable giving, asset location, tax-free bonds, being mindful of IRMAA brackets, etc. These are all part of a sound, comprehensive financial plan. There’s a lesser-known lever...
read moreWhat Happens if the U.S. Goes to War?
“Rising overseas tensions usually don’t cause economic slumps or bear markets… but it’s not unheard of.”– Ben Levisohn, Barron’s The CFA Institute’s Enterprising Investor blog published a…
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Interest Rates: Experts Stick to the Broken Clock Approach
The rising interest rate prediction has been the most incorrect forecast I can remember. For the past three years, we have heard various economists, market…
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