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Mutual funds and ETFs are often created with lopsided or unequal allocations toward certain sectors of the economy, experts warn.
March 5 -
Interestingly, the measure often used by analysts and planners just happens to be the one that doesn’t reflect how most clients actually invest or withdraw money.
March 2 -
Investment in socially beneficial activities can be worthwhile. But it ignores the question of who decides what is beneficial.
February 24 -
Advisors can protect clients’ estate planning goals post-Secure Act but the vehicle will have to change.
February 6 -
"Since no one has a crystal ball to predict what will happen, I advise saving money on both sides of the tax fence," an expert says.
February 3 -
Failing to pay taxes on side-gig earnings and keeping faulty records of business-related expenses must avoided to prevent an excessive tax burden.
January 14 -
It is important for entrepreneurs to have an exit strategy and to take control of their debt.
January 10 -
Financial planners should at least consider modeling early retirement to prepare clients for the possibility of uncertainty, says Morningstar.
December 31 -
To secure retirement for both spouses, married clients need to determine their savings rate in their 401(k)s and take advantage of the employer's match.
December 24 -
Parents can match their children’s savings in a Roth IRA dollar-for-dollar on the condition that they agree not to dip into the accounts until they retire.
December 12