Investment Strategies
This article was originally published on Forbes on February 23, 2018. If You’ve Been Stockpiling Cash—You’re Not Alone. Here’s What You Need To Do Next. The market has been breaking…
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This article was originally published on Forbes on February 12, 2018. There was a ton of excitement about the new tax law passed at the end of 2017, especially in…
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This article was originally published on Forbes on February 7, 2018. You’ve probably heard about the Dow hitting some new records, from reaching incredible highs to having the highest point…
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This article was originally published on Forbes on January 26, 2018. Many of us spend countless hours analyzing every facet of our investment portfolios—including looking at past performance and future…
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In my recent article, I discussed some of the common drawbacks of variable annuities. The hefty fees, misleading guarantees, and tax treatment can put investors in an uncomfortable spot. But…
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Variable annuities are one financial product we rarely see clients purchase on their own. The initial purchase is almost always done at the urging of a broker who earned a…
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This article was originally published on Forbes on October 31, 2016. I’ve had my fair share of interesting phone calls over the course of my more than 20-year career as a…
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Barry Glassman is a regular contributor to CNBC. This article was originally published on CNBC on December 5, 2016. Much like niche restaurants that come and go, niche investments come into…
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Lindsay Shetterly, CIMA®, CES™ has been a contributor to the Forbes Finance Council. This article was originally published on Forbes on December 5, 2016. We’re all wired to think we’re making…
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One of the biggest questions we’ve received from clients recently is “What does Donald Trump’s tax plan mean for me?” With lower tax rates potentially on the way, many investors…
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