Vanguard CIO Warns Investors Against Market Timing
Davis doesn’t seem to make an exception for sitting on the sidelines to wait out the Federal Reserve’s current rate-hike...
life insurance
Accelerated Underwriting and COVID-19: Life Insurance Lessons Learned
2: Accelerated underwriting requires an infrastructure that brings together data from disparate sources in an understandable way. If the collection...
IRS Hates What Some Wealthy Clients Put in Their Life Policies: Larry Rybka
The IRS looks as if it’s about to go after wealthy investors who tried to put assets they really control...
Goldman and BlackRock Sour on Stocks
A global recession probability model by Ned Davis Research recently rose above 98%, triggering a “severe” recession signal. The only other...
Raymond James Parts Ways With $13B Concurrent Advisors
What You Need to Know Concurrent, an OSJ, says it is restructuring as a multi-custodial, hybrid RIA. Raymond James says...
New DOL Fiduciary Rule Faces Another Delay
The Federation’s case “asks the court to vacate PTE 2020-02 in its entirety and enjoin DOL from implementing or enforcing...
Housing Prices Fall for First Time Since 2012
What You Need to Know A national measure of prices in 20 large cities fell 0.44% in July, the first...
15 Services a Good Advisor Brings to the Table
Start Slideshow Some people shop on price alone. This makes sense when you are buying a single-use product, like soda...
Medicare Part B Premium to Fall 3.1% in 2023
What You Need to Know The average Part B premium will be $164.90 per month. Clients with annual income exceeding...
Gundlach Starts Buying After Worst Treasury Rout in Decades
That’s proved a toxic combination for Treasuries. Investors have been burned at least twice this year, after rebounds for U.S....
