Updates

How to Cope With a Market Peak

Sep 4th, 2018
U.S. stocks danced around new highs in late August, a relief for investors after months below the record set in January. But by any standard the bull market is long in the tooth, and a big pullback would not be surprising. So, for millions of investors, the question is what is the smart strategy when … more »

Advisers back Trump’s directive to ease distribution rules for retirement accounts

Aug 31st, 2018
Investment advisers support President Donald J. Trump’s effort to allow people to keep money in their retirement accounts longer. This afternoon at an event in Charlotte, N.C., Mr. Trump will sign an executive order directing the Treasury Department to review regulations that require savers to start taking money out of 401k and individual retirement accounts … more »

Trump Calls For Review Of Rule Requiring RMDs At 70 1/2

Aug 31st, 2018
A presidential executive order that could lead to investors keeping their money longer in tax-deferred retirement accounts? What’s not for investment advisors to like? Especially intriguing to advisors is the language in President Trump’s new executive order calling on the Treasury Department to review its rules for required mandatory withdrawals from 401(k) plans and IRAs. Generally, investors … more »

What Does The Future Hold For Financial Advisors?

Aug 31st, 2018
The rise of Betterment, Wealthfront and other “robo-advisors” has disrupted the financial advisory business. Many millennials are eschewing traditional financial advisors in favor of algorithmic, low-cost alternatives to managing their money. As Baby Boomers continue to age, the trillions of dollars in wealth they’ve accumulated will flow down to younger generations. Are financial advisors concerned … more »
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