Finance

Despite the significant strides the financial services industry has made toward better informing clients of the cost of doing business, advisors using the fiduciary standard believe more

As a pilot, Peter G. Miles filed many flight plans – an essential and mandatory task of that profession. No matter the size the aircraft, or the number of passengers, or the amount of cargo

Constructing a smart retirement income plan isn’t easy. Throughout the working years there are many factors to consider, such as salary, expenses – monthly and unforeseen – debt and

Four out of ten Americans age 40 and older indicate they will depend on the federal Medicaid program to meet their long-term care needs.

The reason people assume the risks of investing in the first place is the prospect of achieving a higher "realized" rate of return than is attainable in a risk free environment…

Many investors and wealth managers remain stuck in a two-dimensional asset allocation model comprised of stocks and bonds. But the real world isn’t 2D and investors need to “embrace

America is consumed with higher education – going to college and earning a degree as the necessary means to a well-paying job.

Since 2007, the American Psychology Association (APA) has ranked “money issues” as the number one stressor for Americans. More than one-quarter of Americans reported “feeling stressed

Just when we thought we had handled the DOL mandated changes to our IRA fee payment arrangements, a new tax code comes along and changes everything... literally.

If you invested in the markets circa 1999, it is hard to observe the Bitcoin mania and not experience the feeling that you’ve seen this movie before and know how it will end – in losses and tears.

She had just retired from a 38-year corporate career at age 55 and had taken a lump sum payout from her pension plan. She was combining it with the dollars in her 401K plan in an attempt to

With the newly passed tax reform bill, the Tax Cuts and Jobs Act (TCJA), now is the time to start thinking about how this will affect you so that you can plan ahead for the outcomes you will