The National Association for Business Economics (NABE), a large international association of applied economists, strategists, academics, and policy-makers, recently surveyed its 236 members on a number of government policy issues. The results show that there is not much support among economists for policy tightening over the next 12 months. In fact, the economists recommended increasing…
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Many advisors (including us) believe that one of the best ways to save for retirement is to regularly set aside a certain amount of money every week or month, turning saving into a habit. Many retirement plans such as 401(k)s have been structured to encourage this behavior. However, when you have to make lifestyle changes…
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Once again, investment advisor ethics are in the news. A new study from the Diligence Review Corp., a firm that provides due diligence analyses of investments and investment advisors for private and institutional clients, determined that only 10% of the nearly $50 trillion in managed assets is in the hands of companies adhering to the…
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We frequently get this question from many of our clients, so we thought we’d spend a little time explaining why you need to be careful when naming a trust as the beneficiary of an IRA or Roth. The primary reason is that a beneficiary normally gets to “stretch” the distributions from an inherited IRA or…
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