Don’t Forget Your Contingent Beneficiaries
Each fall we remind clients to review their retirement account beneficiaries—and their contingent beneficiaries. If you have a friend who handles the investments by themselves, you could forward this reminder to them, and they can call us with any questions.
The Juice is Worth the Squeeze
The result looks less like diversification and more like concentrated orange juice. And who drinks concentrated orange juice?
What Was Warren Buffet’s Biggest Mistake? What Was Mr. Buffet’s Greatest Advantage?
Mr. Buffett has spoken openly about the error in his ways.
Diversified? What is it?
One of our main goals with our client communication is to educate and to reassure. We seek to elicit a sense of steadiness and calmness amidst tumultuous times.
The New Inherited IRA Rules Are Now Final
The person who inherits an IRA will have 10 years to distribute it, and the distributions will be taxed as income.
Do Conflicts of Interest Exist in Financial Services?
Conflicts of interest often occur when a business unit is added to an existing business that is searching for more profits.