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A High-Profile Divorce Highlights Several Planning Considerations for Wealth Advisors
A high-profile divorce involving a billionaire healthcare investor highlights several planning considerations for wealth advisors, particularly around the enforceability of prenuptial agreements, asset characterization, and long-term wealt
Osaic Expands Empowered Independence Channel With Pointes North Wealth Management
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Reg BI Continues To Tantalize And Frustrate Advisors And Regulators Alike
In the past week, several SEC commissioners have expressed their own concerns that there is not enough guidance to firms on how to comply with Reg BI.
"Monetary" Stimulus: Low Rates Mean More Babies
They estimated that for each one percentage point reduction in benchmark interest rates, birth rates rose by 5% among families with ARM home loans.
Vanguard: 50-50 Correction Odds For 2020
A correction is often defined as a 10% drop, and the S&P 500 Index hasn’t seen one since December 2018, when it came a hair from the bear market zone.
IRS Publishes Final Opportunity Zone Regulations: Putting It All Together
Once an overlooked 8 pages of text buried deep within the Tax Cuts and Jobs Act, the opportunity zone tax break has become big business.