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Three against one - A battle of index funds
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For many investors, an important part of their overall investment portfolio is exposure to the U.S. equity market. Is this best accomplished by using a total stock market index fund or by buying a combination of several different index funds?
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Consumer and insurance groups disagree on advice standard for annuity sales
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Consumer groups and American Council of Life Insurers square off over how stringent the investment advice standard should be
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Aging Dilemma
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Should today’s 70-year-old American be considered “old?” How do you define that term these days?
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Having Tough Client Conversations About Health Issues
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A cancer diagnosis can affect estate and financial planning
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David Brooks's 5-Step Guide to Being Deep
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A manifesto against America’s ‘happiness’ and ‘resume’ cultures
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A Formula for Happiness
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Happiness has traditionally been considered an elusive and evanescent thing. To some, even trying to achieve it is an exercise in futility
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Multilevel-marketing companies are forcing people into debt and psychological crisis
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As economic opportunity has become more concentrated in urban areas in the U S , rural communities have fallen behind.
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10 smart financial steps that lead to a comfortable retirement
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With so many Americans lagging behind on retirement savings, it’s high time workers had a blueprint for retirement that, if followed, will lead to a golden time in one’s golden years.
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Managing clients' cash cravings
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In investing, cash is generally viewed as something best avoided or minimized…
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Five Ways Trusteed IRAs Can Keep A Good Thing Going
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Combine the tax advantages of an IRA with the flexibility and control of a Trust.
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