August 30, 2017

Employers can have an effect on the savings and retirement rates of their employees more than offering 401(k) savings plans. A working paper by the National Bureau of Economic Research found that even though companies leave retirement savings plans to firms like Pruden...

Half the time, we hear millennials are a mess.

Half the time, we hear we’re totally crushing it.

The truth? Like any other generation, we’re making some smart decisions … and some that aren’t so smart.

According to a recent survey by Charles Schwab, that’s the case when i...

The field of strategic philanthropy is more sophisticated and complex than ever.

The field of strategic philanthropy is more sophisticated and complex than ever. The opportunities for philanthropists to make a difference are better defined. The understanding of philanth...

Nearly half of student loan borrowers graduate school owing at least $20,000 – which is double the share of borrowers a decade ago – according to a new report from the Consumer Financial Protection Bureau (CFPB).

“The Bureau’s research shows that people are ta...

August 15, 2017

Taxes are rarely the first thing an entrepreneur thinks about – which is why advisors should. With that in mind, the IRS put together a short list of tax-related considerations for startup businesses that financial planners can share with clients.

Click through to see 6...

August 11, 2017

The U.S. Securities and Exchange Commission announced today that Louis Martin Blazer III, founder of Blazer Capital Management, has been ordered “to pay nearly $2 million in fines.  The former Pittsburgh financial adviser was accused of embezzling $2.35 million from in...

For many investors, an important part of their overall investment portfolio is exposure to the U.S. equity market. Is this best accomplished by using a total stock market index fund or by buying a combination of several different index funds? This article addresses tha...

Despite rapid innovations in data processing and machine learning, many businesses have yet to make the leap from the Industrial Age to the information age, and the gap between technological and organizational progress is widening. Closing this gap requires much more t...

Transfer a house to beneficiaries at a reduced gift tax cost and remove an asset expected to appreciate in value from an estate.

A qualified personal residence trust (QPRT) is an estate-planning vehicle that allows a homeowner to transfer his home to a trust, while reta...

Investors looking to take a flyer on the “budding” industry need to understand that risks go up when companies “touch the plant.” Safer plays are further down the supply chain.

Cannabis has been legalized for medical use in 29 states and approved for recreational use in...

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