Bloomberg provides a concise summary of what the debt ceiling really is. Read their Quick Take here.
The debt ceiling explained
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Blog
Four more things to know about 529 college savings plans
Four important but often unknown aspects of 529 college savings plans were highlighted in a recent MarketWatch article. First, you have payment options when taking account distributions. Second, the IRS will be made aware of your withdrawals by the plan administrator....
Tighter rules for reverse mortgages
Reverse mortgages allow homeowners age 62 and up to borrow against their home's equity without making payments. But the Federal Housing Administration (or FHA), which insures most reverse mortgages, is announcing new rules that will make it harder for seniors to tap...
Everyone needs a will and a living trust
MarketWatch explains why (almost) everyone can benefit from putting in place the estate planning basics - a will and a living trust. You can read the entire May 21, 2013 article here.
How to find the right financial advisor
There are literally thousands of "financial advisors" in the American financial services marketplace. MarketWatch provides some helpful guidance in understanding the very important distinctions between them. You can read the entire August 16, 2013 article here.
Debating Gandolfini’s Will – An Estate Planning Puzzle
Shortly after American actor James Gandolfini died last month, his will became public, and with that, a debate ensued about his estate planning (or lack thereof). In an interview that is the basis for much of a recent article in the New York Times, Mr. Gandolfini's...
Decoding Social Security Rules for Spouses
In the July 22, 2013 issue of Investment News, author Mary Beth Franklin answers a number of interesting questions and clarifies several misconceptions about Social Security rules and claiming strategies. You can read the entire article on the Investment News website...
The dangers of chasing yield in the bond market
Author and investment guru Bill Bernstein reiterates the dangers of chasing yield in the fixed income market. “I want to take my risk with stocks, not bonds”. Read the entire April 2, 2013 interview in Index Universe here.
How index and active funds stack up
Quote of the day: “…persistence of performance among past [active mutual fund manager] winners is no more predictable than the flip of a coin…”. Focus on things you can control, like your asset allocation, rebalancing to manage risk, and your investment expenses. You...
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