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It’s Tax Relief Week at Morningstar.com, and the fund research group is running a series of in-depth articles on savvy tax-saving strategies for investors—and a good reminder for advisors as well. The lineup recently included Mornings...
Cash and carry. | Purestock/Thinkstock
Some ETFs deliver more than the return of their underlying index, even after fees are taken into account, writes Tom Lydon of ETFTrends.com. Where does the extra cash come from? ETFs can lend out as much ...
That’s true for the economy. Every day you can read articles with ideas about how to improve American productivity. It’s also true for your retirement plan business, except that there aren’t a lot of resources to help you. So...
When it comes to employer-sponsored retirement plans, defined contribution (DC) is the new retirement reality for the majority of workers today—with more than 88 million Americans now covered by DC plans. And, DC plans are a good fit for...
Turning cremated remains into ocean reefs, shotgun shells and vinyl records? These companies may seem odd, but for advisors helping less traditional clients plan final farewells for themselves or others, options like this can help...
The subject of the deductibility of investment advisory expenses generates confusion given its complex evolution, and is further complicated by new rules for corporate fiduciaries. In this article, the first in a series, we briefly set forth the...
A baseball signed by Bill Clinton is worth $850. | Copyright Scott Wachter, Getty Images
Among sports memorabilia, a baseball signed by one of the presidents of the United States has become quite the valuable niche, with some autographed b...