As of this writing, Congress is attempting to reform our tax code. While changes are common with every new presidential administration, an initiative so transforming as to be called “tax reform” is quite unusual — the last major tax overhaul happened during the Reagan...
THE ROLE ANNUITIES CAN PLAY This document is for informational purposes only. It is not intended to provide tax or legal advice. Speak to a qualified tax advisor or attorney regarding your personal circumstances.You can download a full, printable PDF version of this...
There’s a four-letter word banks don’t want you to know about. It’s not an official secret, per-say…but it’s certainly not openly shared knowledge. Ready for the big reveal? The word of the moment is: BOLI Bank. Owned. Life. Insurance. BOLI. The cut and dry definition...
In August, the Department of Labor (DOL) proposed to delay the launch of the final portion of the new “fiduciary rule” until July 2019. Part of the rule went into effect in June of this year, mandating that any financial professional making financial recommendations...
Artificial intelligence (AI) is rapidly changing the way businesses build products and even provide customer service. We now have automated virtual assistants and “chatbots” answering customer service calls.1 We even have self-driving cars being tested for pizza...
t is common to have a very traditional interpretation when we think of investment risk, such as the belief that stocks are seen as a risky investment, and bonds less so. But many issues have come to light in the past decade that cause us to think about risk...