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Acting as a Fiduciary: What Does It Really Mean?

As you may have seen, the Department of Labor has proposed again delaying the implementation of the fiduciary rule, which will require advisors to put clients’ interests ahead of their own when managing retirement accounts.

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Estate Planning Checklist

As we get closer to the 4th quarter of 2017, it is a great time to start thinking about updating our estate plans. A carefully crafted estate plan can be one of the greatest gifts you can give to your loved ones.

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Think Twice Before Reacting to Market News

Key Takeaways There WILL be a stock market correction at some point in the future. The right portfolio design will help prevent you from being too aggressive (or too cautious) in all market environments. The evidence is clear that corrections cannot be reliably predicted. The market constantly schemes to convince investors to change their portfolio […]

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Planning Your Financial Future One “Step” At a Time

Key Takeaways Stepping up the cost basis of your assets can be a good planning tool when determining what assets to sell in your lifetime. If possible, consider passing taxable assets with large unrealized gains to your heirs. Assets that receive no step up include those held in any retirement accounts or annuities An investor […]

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A Nerve-Rattling Snake Tale

I’ve written before about how gut instincts and rapid reflexes – behavioral factors – can do you in as an otherwise sensible investor. The other day, I was reminded that, in other walks of life, those instincts aren’t such a bad idea. Like if you encounter a real, live rattlesnake. I had been fishing with […]

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Research Confirms Actively Managed Funds Struggle to Outperform

High costs and portfolio turnover remain key drags on performance over time. Key Takeaways Most actively managed funds do not outperform their benchmarks over time. These mediocre results are heavily influenced by high costs and high turnover. A strong track record one year has little bearing on whether good results persist into the future. When […]

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Don’t Let a Wolpertinger into Your Portfolio!

Key Takeaways Like the elusive Wolpertinger of Bavarian folklore, active managers who are successful over the long term tend to be mythical creatures. Academics have been evaluating sightings of successful active managers for decades. There is little evidence that such managers exist in large numbers. Just as few people survive encounters with Wolpertingers, many investors […]

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