Is There an Error On Your Credit Report? Next Steps To Take

Category: Financial Planning

July 19, 2017  |  

Research Confirms Actively Managed Funds Struggle to Outperform

High costs and portfolio turnover remain key drags on performance over time. Key Takeaways Most actively managed funds do not outperform their benchmarks over time. These mediocre results are heavily influenced by high costs and high turnover. A strong track record one year has little bearing on whether good results persist into the future. When […]

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July 5, 2017  |  

The German Connection

Key Takeaways A small, but growing cadre of advisors in Germany is moving away from the commission-based compensation model in order to serve their clients better. It’s rewarding to help talented advisors in other countries adopt our philosophy of putting the client’s best interest first and foremost, and accept the role of a fiduciary. Thanks […]

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June 19, 2017  |  

Over 70 and Charitably Inclined? Don’t Miss This No-Brainer Tax Break!

Key Takeaways A qualifying charitable distribution (QCD) allows you to donate up to $100,000 per year directly to a qualified charity from your IRA and exclude it from income. QCDs can enable you to give to charity and shield some or all of your Required Minimum Distribution (RMD) from taxes. QCDs require your contribution to go directly from […]

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June 14, 2017  |  

Airbnb and Tax-Free Income: What You Need to Know

The rising popularity of online home-sharing sites such as Airbnb, Homeaway and FlipKey have made vacations and other out-of-town trips more affordable than ever for travelers. If your hometown is hosting a major concert, national event or sporting event like the NFL Draft’s recent stop in Philadelphia, owners can rent out their residences at attractive […]

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