When we recommend ways for our clients to reduce their estates, we're mindful that clients generally want a comfortable cushion for retirement. But, providing this comfortable cushion is often inconsistent with reducing their estates enough to...
Preferred partnerships (PPs) are very useful and versatile estate planning vehicles that have been around for decades, yet still appear to fly under the radar. From an economic perspective, a PP is often well-suited to act as a multi-generational...
Former Federated Investors portfolio manager David Tice has found another use for his investing skills: Hollywood. Bloomberg reported that Tice has invested in Soul Surfer, a new movie about Bethany Hamilton, the award-winning surfer who returned...
Whoever said it was painful to talk to your kids about sex? According to a new survey from ING Direct USA, parents are more prepared to talk to their kids about the birds and the bees than about money and finances. Only 26 percent are ready to...
During the first quarter, money flowed in and out of individual mutual fund asset classes faster than you could say, "volatility." Investors just couldn't decide whether to hold 'em or fold 'em. For example, the flow data shows how quickly...
Advisors and investors are turning to mutual funds with more flexible mandates to cushion their portfolios against the unknowns. During the first quarter, $12.2 billion went into global flexible funds, compared to $8.9 billion in the fourth...
With interest rates and inflation expected to rise in the months ahead, investors and advisors are focusing their attention on managing the risks in their fixed income portfolios, according to panelists at Wednesday’s Closed-End Funds and...
