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Investments

Tips to Help Protect your Marriage from Financial Infidelity by Kathleen Marteney, CRPC

Posted July 31, 2019

If you think that the only form of cheating in a marriage happens in the bedroom, you would be wrong. In fact, a growing number of marriages are suffering the damaging effects of financial infidelity in which a spouse intentionally lies about and/or hides assets or other financial information from his or her betrothed. Both […]

Is your Financial Advisor Putting your Best Interests First? by Eric Zeitlin

Posted May 29, 2019

Under current law, financial advisors and brokers are bound by a “suitability” standard that requires them to recommend investment products that are deemed “appropriate” for a client’s defined need and objective. This standard of care does not rise to the level of a fiduciary, who is legally and ethically obligated to put their clients’ best […]

7 Smart Money Moves to Maximize Year-End Bonuses by Kathleen Marteney, CRPC

Posted March 18, 2019

If you received a year-end bonus, congratulations! As gratifying as it may be to splurge on something you can enjoy immediately, you may want to take a few moments to consider how you can maximize those dollars for the long-term. Following are seven smart money moves to help you use a windfall of money to […]

Legacy Planning under Tax Reform by Scott Montgomery, CLU®, ChFC®

Posted March 1, 2019

Thanks to expanded federal estate tax exemptions introduced in 2018, very few families have been subject to federal estate, gift and generation-skipping transfer (GST) tax. However, because the higher exemption is a temporary provision of the tax law and subject to change under the influence of shifting political powers, families must prepare their estate plans […]

UPDATED Active or Passive? Is there a correct answer? by Shane Phillips, CFA, CAIA, CFP

Posted December 19, 2018

Ever since the creation of the first investable index fund in 1975, investors have debated whether it is better to invest in actively managed or passively managed investments. Is one good and the other bad? No. Is one better than the other? Not necessarily. Should you focus on purely utilizing one over the other? Probably […]

Can I Borrow from my 401(k) Retirement Savings? by Olga Ismail

Posted October 31, 2018

The good news is that the 401(k) has become one of the primary sources of retirement savings for most Americans, with 74 percent of workers actively participating in these plans, according to the Employee Benefits Research Institute (EBRI). The bad news is that some workers view these savings as a piggy bank they can tap […]

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