United Startes Department of Labor sign

DOL Shrinking Fiduciary Rule is a follow up to our previous post “Fiduciary Rules? Or April Fools…“, The Department of Labor’s regulations, aimed at curbing abusive fee practices in regards to the management of IRA, 401(k) and HSA accounts, was finally released on April 5th. The draft regulations released for comment earlier in the year […]

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Fall colored tree near river

The markets moved dramatically up and down in the third quarter, ending down. The volatility and decline seem out of sync with the U.S. economy which has continued to show growth, albeit without much in the way of animal spirits. The U.S. has a historically low unemployment rate, exhibits decent growth in consumer spending and […]

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Skeleton working at PC

A recent survey indicated that the average person’s digital estate included assets valued at over $65,000. Actor Bruce Willis has been reported as being in litigation with Apple over his ability to leave his daughters his 60,000+ selection iTunes Library. (Apple’s policy has been that the music is licensed to you rather than owned by […]

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Estate Plan - Mind the gap - clipart

An estate plan, why you should have one, and how it can easily help you avoid unnecessary costs in the future. While this sign is designed to remind riders of the tube in the UK to “mind the gap” between the platform and the train, it is apropos for the investor undertaking estate planning as […]

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A mix of US and foreign currency

In talking with clients, we often hear the following questions; “My children (or I) had U.S. Savings Bonds that are missing. Is there any way of ever recovering the money?” “My parents’ affairs are a mess. How can I be sure I’ve found all of their assets?” “When I moved to Florida, I never chased […]

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