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Updates

Advisors Say Rubio’s Universal Leave Idea Could Devastate Social Security

Aug 24th, 2018
Florida Sen. Marco Rubio’s proposal to allow parents to tap Social Security benefits early to pay for parental leave has a number of prominent cheerleaders—chief among them White House adviser Ivanka Trump—but investment advisors are not cheering. Rubio’s bill would allow both parents to apply for Social Security benefits early to finance leave after having … more »

Specializing In Everyone?

Aug 15th, 2018
Over the weekend a MarketWatch article discussed why financial advisors should be specialists, not generalists. Check out financial advisers’ websites and you may notice a common theme: They define their market broadly. In many cases, advisers describe their firm as serving people of all ages across a range of professions who seek financial freedom and … more »

Why the Elanco IPO Announcement is Good for Everyone

Aug 10th, 2018
Since taking over as CEO of Eli Lilly in January 2017, Dave Ricks has undertaken quite a few changes, the latest being the announcement that Lilly will spin-off it’s Elanco division as a separate company through an IPO (initial public offering). Lilly considered three options for Elanco: holding it, selling it or the IPO. Good … more »

What to Do If Your Pension Is Frozen or Terminated

Jul 19th, 2018
The use of pension plans is declining. Many people are navigating what to do with their pension plans as they are frozen or terminated. In 2017, only 16% of the Fortune 500 companies offered a traditional pension plan to employees, compared to 59% in 1998. Among pharmaceutical companies the numbers are much better, with 50% of companies still offering pension plans. The … more »

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