Experts Suggest Investment Advice May be Best Left to the Professionals Most people who invest money and are purposeful about their retirement plans believe they have the basics of investing down. They may even consult with well-meaning friends and family when they are seeking outside guidance. However, some of the most common mistakes in inv...
A Word From Bob
Salutations! While I have learned over the years that we never want to wish our lives away, I cannot help but share how thankful I am that 2016 is behind us. Coming from someone who dealt with some…
What’s the best age to retire?
Retirement columnist BOSTON (MarketWatch)—If you’re going to do it—retire, that is—you might as well do it at the right age. And doing it at the right age, according to the authors of a soon-to-be published paper, involves a bit of homework Retiring at the optimal age should not be left to chance, according to Kenn Tacchino, a professor of taxation and financial planning at Widener University, and Patricia Tacchino, co-authors of a soon-to-be-published paper in Benefits Quarterly Rather, choosing a retirement age needs to be a rational decision that accounts for a variety of confusing and competing consideration, the Tacchinos wrote. And to reach a rational decision, the authors say, would-be retirees would benefit from…
Financial tips for women getting a divorce
Separate all spousal property and accounts immediately
How Lower Fees Could Put Independents on Top
Asset management fees are coming down as lower-cost passive investments take center stage and calls for radical transparency in fee disclosure get louder This means change is coming to the wealth management arena as well, say industry experts How this plays out for individual advisors will depend on their technology platforms and, according to Shirl Penney, CEO of Dynasty Financial Partners , on their ability to articulate value and offer distinct services under clear pricing policies. New York-based Dynasty provides a la carte infrastructure support and related services to about 40 RIAs. For Penney, the fact of “fee pressure and the fear of margin compression” among wealth managers is “undeniable” as “the rate of innovation” in…
Mortgage Rates, Mortgage News and Strategy : The Mortgage Reports
The mortgage interest deduction makes homeownership more affordable for those who itemize their deductions on a Schedule A. Here's how the mortgage interest deduction helps you, and why it's probably not going away any time soon.
Why You Should Consider Joining an Investment Club
For many younger investors, the idea of joining an investment club can see quite old fashioned; an outdated relic of a simpler time and a simpler stock market. Just hearing…
Why choose a CPA for all your tax needs?
Everyone knows about CPAs, right? Although you may often hear friends talk about meeting with their CPAs at tax time or when they need critical advice, in fact many people are not...
The Insight Investments family of brands is dedicated to supporting all aspects of your technology’s lifecycle: Leasing, Asset Management, Cloud Services, Analytics Solutions, Refurbishing, Managed Services.
Terrible Financial Advice: Top 10 Tips You Shouldn't Follow
It seems like everyone from bloggers to your next-door neighbor doles out financial advice these days. It can be difficult figuring out who to believe, and bad tips can pop up as frequently as thunderstorms in the summertime