Early retirees have to deal with hassles, taxes and penalties if they need to withdraw money from individual retirement accounts, Roth IRAs, and the like. But with planning, such costs and complexities can be reduced or even eliminated. These are...

You have to wonder why anyone would want to launch a domestic long/short equity fund these days. The S&P 500 Index has climbed 15 percent in the last 12 months. Buying a low-cost index tracker like the SPDR S&P 500 ETF (NYSE Arca: SPY) or the iSh...

REP. Readers Do It by the Numbers

Sometimes, the best training a financial advisor has is the years previously spent working in an unrelated profession

As we enter 2015, the S&P 500 is likely to be up over the last year (up 10 percent as of Dec. 11, 2014). Accordingly, affluent investors are more optimistic about their family’s financial situation despite concerns about taxes, health...

“Shades of Bionic”

Amin Dabit is not a robot. He is a financial advisor who began his advisory career in a very conventional way. He was an intern at UBS, earned his CFP, and signed up with Merrill Lynch in 2008. He helped clients with financial plans and set up...

Chances are your clients are dissatisfied with low-rate fixed annuities and dislike the fees and equity risk of variable annuities...

The 30 percent drop in crude oil prices this year rocked the energy sector. Supplies are outpacing demand as U.S. shale-oil producers gush with black gold. The last time the U.S. pumped this much oil, Reagan was president. The Organization of th...