Post-Mortem Planning for Botched Beneficiary Designations

It’s an all too common occurrence: During the administration of a decedent’s estate, it becomes apparent that the decedent completed a beneficiary designation on a sizable retirement plan in a mistaken or totally misguided...

Buy Stocks and Learn From Other Investors in The Matador App

Asia-Pacific Images Studio/Getty Images The idea of buying and selling stocks can be pretty intimidating. If you’re a beginner — or even if you’re not — the stock market can seem absolutely mystifying. Matador...

What Is EBITDA?

Read financial statements much? Then you must know all about EBITDA, right? View the Original Article

7 Keys to Upgrading Your Advisor Tech

The average advisory firm spends anywhere from $10,000 to $50,000...

This App Helps You Invest Like a Hedge Fund

Carmen Mandato/ The Penny Hoarder You’ve heard of robo-investing, right? That’s when online financial firms manage your investments with software. And you’ve heard of robo-advisors. That’s when apps automate your savings and investments for you. Ah,...

Longevity: Does 4% Withstand the Test of Time?

Your clients nearing retirement age need to be concerned about outliving their investments. View the Original Article

How Much do You Really Know About EBITDA?

Read financial statements much? Then you must know all about EBITDA, right? View the Original Article

Designating Beneficiaries of Retirement Accounts

One of the most troublesome, anxiety-producing and perhaps least profitable areas of the modern estate-planning practice is planning properly for the ultimate distribution of clients’ retirement accounts on death. Yet, our clients often have...

Three best practices for smart rebalancing

http://dts.podtrac.com/redirect.mp3/vanguard.vo.llnwd.net/o1/EXT/IIG/FAS/4237_ICPodcast_Edit.mp3TranscriptAkweli Parker: Smart investors know how important asset allocation is to balancing their desire for investment return with their tolerance for risk. But what can investors do when their allocation, that is, their portfolio’s...

You ask, we answer! Maria and Joel talk investing.

http://dts.podtrac.com/redirect.mp3/vanguard.vo.llnwd.net/o1/EXT/SH/VGPersp/4120_016_Planner_Geek_EP016_.mp3 Please don’t forget to rate us on iTunes. Your ratings will make it easier for others to find us when they’re looking for investing podcasts. Just click the Apple icon link above.TranscriptMaria Bruno: Hi....

Roth IRA Conversion Sweet Spot

Many taxpayers are benefiting from the lower income tax rates generated by The Tax Cut and Jobs Act of 2017. But, those tax rates are scheduled to expire at the end of 2025, and...

U.S.-China trade: What happened, and what’s next

Key points:U.S.-China trade talks have broken down, but Vanguard believes a deal is in both countries’ best interests.Dramatic swings in stock indexes are possible as the trade tensions continue.Amid continued uncertainty, it’s prudent for...

#FASuccess Podcast: Shirl Penney Breaks Down the Dynasty Model

Welcome back to the 124th episode of Financial Advisor Success Podcast! My guest on today’s podcast is Shirl Penney. Shirl is the co-founder and CEO of Dynasty Financial Partners, a back and middle-office service provider...

Decanting Trusts to Remove Unwanted Beneficiaries

It’s generally beneficial to keep assets in individual retirement accounts for as long as possible because IRAs provide significant tax benefits. But, if IRA benefits are payable to a trust, and all of the...

Forestalling Forties Follies

Beware of Pre-Oct. 22, 1942 general powers of appointment. View the Original Article
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