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Not all target-date funds are the same, a point the Department of Labor has made in its most recent guidance to plan fiduciaries. One item the DOL stresses is whether a target date fund’s glide path, or the point at which it reaches its...
The prevalence of offshore asset protection trusts has left many professionals unprepared to manage the IRS reporting requirements for these structures. While properly implemented offshore trusts are tax-neutral, mistakes can lead to enormous...
As part of an asset review process, an advisor recently asked us to complete valuations on three life insurance policies owned by his client to identify available options that might create liquidity to meet other insurance needs and financial...
The Moerus Capital team: Amit Wadhwaney, John Mauro and Michael Campagna.
Three former Third Avenue Management employees have launched an asset management company, Barron’s reports. Amit Wadhwaney, who was the lead portfolio manager for Th...
The deductibility of investment advisory expenses often generates confusion. This is further complicated by new rules for corporate fiduciaries. In this article, the third in a series, we suggest potential methodologies for unbundling fiduciary a...
The difference between the average life expectancy for men and women is narrowing as more women have entered the workforce and seen its toll taken on their health, said Katherine Roy, chief retirement strategist at J.P. Morgan Asset Management. T...
Roll the dice. | Sergey_P/iStock/Thinkstock
Retail investors tend to buy high and sell low. But that’s not what investors are saying this go-round, according to a survey by AMG Funds of 1,000 affluent individuals. Only 7 percent of respond...