Blog
Five Social Security myths debunked
Getting your arms around Social Security can be pretty complicated. Misinformation, partially informed opinions, and complex benefits formulas can easily lead one down an incorrect—and costly—path. Read Full Article Here... Written/Published By: Fidelity...
Save clients from costly RMD aggregation mistakes
When it comes to taking required minimum distributions, the source matters. Many clients have more than one retirement plan or account. When they reach age 70½ and have to start taking RMDs from their own, non-inherited accounts, the question arises as to which of...
Why a full-stop retirement is not the best way to go
Okinawa is a chain of islands off the coast of Japan and is home to some of the healthiest seniors on the planet, with many living past the century mark. Not only do these seniors enjoy among the world’s highest life expectancies, they also benefit from more healthy...
3rd Quarter 2016 IWM Market & Economic Review
Third quarter 2016 IWM Market & Economic Review Newsletter (click here for PDF).
3rd Quarter 2016 IWM Insights Newsletter
Third quarter 2016 IWM Insights Newsletter (click here for PDF).
3rd Quarter 2016 IWM Market Analysis
Third Quarter 2016 IWM Market Analysis PowerPoint presentation (click here for PDF).
How Not To Evaluate Investment Performance
Don’t assess your investment performance… Over the wrong time frame. Without proper perspective. Expecting to outperform every year. With an expectation that corrective action is always required. Read Full Article Here... Written By: Issac Presley, CFA The Cordant...
Lower Your Tax Bill With Year-End Planning
By planning ahead and taking advantage of these time-proven tax strategies before year-end, you may be able to lessen your tax bite come April 15. Read Full Article Here...