News, Insight and Opinions
From the Desk: Your Beneficiary Form Might Be Living in the Past
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- 1 minute
You could have a beautifully drafted estate plan and a decade-old beneficiary form quietly sending your IRA somewhere else entirely. Why? Because beneficiary designations generally take precedence over your will. And it goes beyond retirement accounts.…
From the Desk: Wealth Management v. Financial Planning
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- 1 minute
When people ask what I do for a living, I tell them "wealth management." Most people hear "financial planning," and that's understandable. The two overlap, and many financial planners do excellent work. But wealth management adds another important layer.…
The Investor's Field Guide to Market Gibberish
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- 9 minutes
Ever tune into a ChalkTALK and find your "to Google later" list growing longer than a CVS receipt? For many of us, our grasp of market lingo may be fuzzy — or just plain blank. And so, we proudly present: The decipherment of what is fairly, rarely or barely known.…
Nixon, Crypto and the Goblins of Newness
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- 4 minutes
In practice, does Bitcoin portend economic freedom or anarchy? Is it a viable currency? And what is its present investment potential? Let’s take a stab at the latter two questions. Though it might be helpful to first talk about currency itself.…
New Spending Package Includes Sweeping Retirement Plan Changes (SECURE Act)
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- 4 minutes
The SECURE Act represents the most sweeping set of changes to retirement legislation in more than a decade. Should you revisit your estate planning strategies?…
Across the Decades: Financial Advice that Spans the Divide
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- 5 minutes
Whether we want to admit it or not, we all need sound advice. But when it comes to finding reliable financial advice, the source plays a key role.…
