Stock picking = monkey business? | Copyright Keystone, Getty Images Forget picking stocks and stick to passive, index-based funds, says Princeton University professor Burton Malkiel on ETFFunds.com. “A blindfolded monkey could select a portf...

If you weren’t paying close attention to happenings in our nation’s capital around the holiday season - and who could blame you - this might have slipped your notice: Important pension reforms were signed into law that will have...

Division of an individual retirement account is permitted and doesn’t constitute a taxable distribution or rollover

No one man can replace Ric Edelman. Ric Edelman, founder of Edelman Financial, has started the process of installing a successor.  He moved CFO Rene Chaze to the newly created COO role after going through a list of 50 some candidates, but th...

The case of Amanda Bynes’ illustrates how the decision can take a fatal toll on the family

Three ways to build and maintain relationships with your millennial family clients

Succession planning from millennials’ perspective