Advisors

Defined benefit plans may be especially interesting now to certain entrepreneurs, investors and professional practitioners with earnings too high to take advantage of the QBI, said Timothy Speiss, partner in charge of EisnerAmper Personal Wealth Advisors. “It’s very significant, and the 2017 tax legislation is important,” Speiss said. The Tax Cuts and Jobs Act passed
0 Comments
“Active bond fund managers have been able to increase their returns [over indexes], by adding credit risk to their portfolios, especially over the last five years,” said Alex Bryan, director of passive strategies research at research firm Morningstar. “Anytime volatility picks up, you’ll see more flows into Treasurys, and active managers taking on more risk
0 Comments
Are you ready to hire a financial advisor? If you have a good income but don’t fully understand how to reach your financial goals, then it might be time, said Winnie Sun, founder of California-based Sun Group Wealth Partners. “You’ll know when you need a financial advisor,” Sun said. More from Straight Talk:Micro-investing builds wealth
0 Comments
Many of the changes to the tax code were covered extensively by mainstream media, including the tax bracket changes, the increase in the standard deduction, the elimination of personal exemptions, and the lowering of the corporate rate. When it comes to your personal financial planning and investments, here is a refresher to some of the
0 Comments
The financial crisis, when virtually all financial assets except Treasury bonds fell dramatically, gave life to the so-called liquid alt funds industry. The funds invest in a wide variety of alternative assets and hedge fund-like strategies intended to not correlate with the returns on stocks and bonds. With such investments formerly available only to institutions
0 Comments
Most fiduciaries — individuals who are required to act in your best interest — believe you should fully fund other retirement vehicles first, such as a 401(k), 403(b), IRA or Roth IRA. There is generally more flexibility in your investment options, lower fees and more transparency with these accounts. Investment advice should come from a
0 Comments
The rise of popular robo-advisor platforms, such as Wealthfront and Betterment, which provide automated, low-cost investment management services, leaves many people wondering if the age of financial advice from actual humans is on its way out. This is not the case, according to some recent industry studies. Although there are fewer associated costs, millennials prefer
0 Comments
The stereotypical child star generally is not known for being good with money. Yet Cary Guffey, who played Barry, the young boy abducted by aliens in director Steven Spielberg’s 1977 classic Close Encounters of the Third Kind, now oversees $170 million in assets as a financial advisor with PNC Investments. More from Investor Toolkit:How to
0 Comments