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Trusts Allow Your Estate to Be Safe, Private and Tailor-Made

Estate planning should not be a near-death experience. On the occasions when it happens that way, professors often default to a will. They believe everything will be accounted for...

Posted: Apr 20, 2017

Portfolio Review

'Socially Responsible Investing' Gaining Momentum

A rapidly growing movement allows investors to put money into mutual funds that consist of businesses and causes important to them. Known as ESG (Environmental, Social and Corporate Governance)...

Posted: Apr 10, 2017

Long Term Care Insurance

Should You Purchase Long-Term Care Insurance?

The two primary questions professors ask about long-term medical care, also known as extended care, are, “Do I need it?” and “How do I pay for it?” According to...

Posted: Mar 06, 2017

University Sign

Here’s What Trump’s Change to ‘Fiduciary Rule’ Means to Professors

You may have heard that a Department of Labor ruling designed to safeguard the interests of retirement plan investors has been placed on temporary hold by President Trump Here’s...

Posted: Feb 06, 2017

Meeting With Advisor

Is it Too Late to Create a Financial Plan in 2017?

Did you make a financial New Year’s resolution for 2017? About one-third of adults 18 and older surveyed by Fidelity Investments prior to the end of 2016 expressed the intent to...

Posted: Jan 23, 2017

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How to Avoid Critical Estate Planning Traps

Imagine having no control over how your assets are distributed after your death. Also imagine that you worked a lifetime to build up savings and assets that you hoped...

Posted: Dec 04, 2016

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Professors Put Financial Advisors to the Test – and They Failed

A recent study by professors at MIT, and Harvard and Hamburg universities, found the quality of financial advice commonly given to clients was “highly troubling.”  Those were the words of...

Posted: Nov 27, 2016

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Election Impact: Post-Election Outlook and Strategies

Nobody is quite sure what changes will occur under the administration of President-elect Trump.  The financial markets initially lost more than 800 points in overnight futures trading last week upon...

Posted: Nov 14, 2016

Holding Hands

Presidential Election Prompts Spike in Markets' 'Fear Index'

The Chicago Board Options Exchange (CBOE) Volatility Index, also known as the “fear index” of U.S. markets, has jumped 65 percent in the past two weeks. This coincides with the...

Posted: Nov 06, 2016