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SEC Exam Chief Sends Warning On Wrap Accounts
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Andrew Bowden of OCIE also provides update on OCIE’s never-examined advisor initiative.
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SEC Advisory Panel Recommends New Approach To Accredited Investor Label
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Group suggests gauging sophistication of individuals based on knowledge, or limiting the portion of a portfolio that can be invested in private placements.
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Finding a Fee-Only Advisor, Consumer Tips & Tools
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Choosing the right financial advisor is one of the biggest decisions you’ll make for your financial future. Be sure to use all the free resources available to you in your vetting process.
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Gift Annuity For Real Estate
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Jonathan purchased a home many years ago for $80,000. The home has appreciated substantially over the years and is now worth $420,000. Jonathan has decided to sell his home and move to a retirement community.
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When History And Finance Go Wrong
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The planning fallacy is our tendency to underestimate the time, costs and risks of future actions while overestimating the benefits.
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Charitable Plans For A Commercial Building Valued at $2M
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Linda & George own a $2 million commercial building. It is fully leased with fixed payment leases. Linda & George are strong supporters of a local charity…
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5 Annuity Answers Every Investor Needs to Know
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Via NAFA, here are some of the most important annuity questions clients will ask.
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Medigap Policy - Best Time to Buy
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Medicare won’t cover all of your health-care costs during retirement, so you may want to buy a supplemental medical insurance policy known as Medigap.
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Ira And 401(K) Designated Beneficiary Options
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Each year, IRA and 401(k)s are subject to required minimum distributions (RMDs).
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The Best And Worst Way To Pick A Charity
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Experts have noted that a one dimensional focus on nonprofit finances, if not supplemented by other information, can lead a donor/social investor to make the wrong decision as to which nonprofit they support.
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