According to the World Federation of Exchanges database, there were about 15,000 publicly traded companies worldwide, in 1975. This count grew to just over 43,000 by 2015. What’s interesting is the change across ...(more)
Last week, we spoke briefly of the American Health Care Act, which has been passed by the House. Following are additional details about the AHCA, as passed by the House. The legislation would:
Do away with both ...(more)
There are some things in life that I would never go without. Some things are so important that whenever they run low, I make sure they are replaced. Coffee is one. Gasoline in my car is another.
Could you imagine ...(more)
Have you misplaced your eye glasses recently? Or, have you recognized a face at the grocery store but been unable to recall the person's name?
Forgetting a name or where we put our keys are typical realities for many ...(more)
Let's talk about something other than taxation of retirement plan distributions, and what constitutes a fiduciary, since those topics have been the focus of the last few weeks of commentaries.
The public ...(more)
You have probably heard by now that the new DoL fiduciary rule, slated to go into effect on Monday April 10th, has had implementation pushed back to June 9th. The short version of this rule is that it requires any ...(more)
I found myself thinking about eggs this morning. Maybe it's because Easter just passed. Or maybe I was just hungry.
Or it could have been because of a recent conversation about not putting all your eggs in one ...(more)
It’s the most sought after information in the investment world: where do returns come from?
“Expected return” represents the reward an investor can expect for the level of risk they’re willing to take. In truth, the ...(more)
Most professions have a measuring stick to quantify a reputation or skill set. Medical degrees, law degrees and teaching certificates represent recognizable benchmarks for their professions. Our proud service men and ...(more)
From time to time we get questions about the tax implications of taking funds from the different types of IRAs. Regular IRAs and Roth IRAs have differing distribution rules. Following is a short summary.
You make a living wage and have a strong career, but have you stopped to think about retirement and saving? You are probably doing better than most, because you are good with numbers and have the smarts to be able to ...(more)
Two things to note first this week, which are taxes and politics.
First, the tax filing deadline for federal income taxes is April 18th. Typically it would be Monday April 17th, since the 15th falls on ...(more)
Every year my wife and I rent a cottage on Keuka Lake. It's a beautiful place. We spend a week relaxing in the sun, reading, resting, and enjoying the view.
Last year, while sitting on the porch, I was struck with a ...(more)
I discussed how inheritances can go amuck and the heirs don’t get the inheritance – the State does. This can happen while you’re still alive too! Did you know that the State can claim your IRA (or any account for ...(more)
I had coffee with a friend yesterday and I couldn’t believe how happy and energized he was. This guy was loving life. Do you know why?
He had cleaned his car!
I know it sounds crazy but it was true. He ...(more)
Written for USA TODAY NETWORK-Wisconsin 7:56 p.m. CT March 11, 2017
By all accounts, President Trump’s first address to Congress on Feb. 28 was well received. Considering the Dow Jones Industrial Average climbed over ...(more)
This article is part of a regular series of thought leadership pieces from some of the more influential ETF strategists in the money management industry for ETF.com. Originally published on January 4, 2017
On April 6, 2016, the Department of Labor (DoL) issued its fiduciary rule, which we consider a major step forward for the world of professional financial advice. The rule states that brokers can no longer earn ...(more)
Investors constantly scan the horizon looking for a stock market correction. While investors sit on their front porch anticipating a stock market correction they leave their back door wide open. Stock market ...(more)
Information is provided 'as is' and solely for informational purposes, not for investment purposes or advice. BrightScope is not a fiduciary under ERISA. BrightScope is not endorsed by or affiliated with FINRA.