An American Retirement Crisis? By Charles L. Stanley CFP® ChFC® AIF®
The National Institute on Retirement Security (NIRS) recently released a public opinion research report that found that an overwhelming majority of Americans – 86 percent – believe the nation faces a retirement crisis. Some of the findings are: Some 86% of respondents agree that the nation […]
Read ArticleWhy Tim Duncan Hired The Wrong Financial Planner
NBA star Tim Duncan became the latest professional athlete to file suit against his financial advisor. He alleges that Charlie Banks, who he’s been working with for 17 years, pushed him into investments despite conflicts of interest that ultimately resulted in substantial loss. “I invested in a series of opportunities presented by Charles Banks, […]
Read ArticleSocially Responsible Investing: You Can (Just About) Have It All
In the old days, not so long ago, investors had to decide if it was worth it to them to sacrifice returns by supporting socially responsible companies instead of “sin” companies that produced a more robust bottom line. Looking at it simply from an investment perspective, some studies found that excluding sin companies resulted […]
Read ArticleTop Transfer Tax Techniques
Death and taxes are a pairing we often hear featured together due to Ben Franklin’s famous quote “In this world nothing can be said to be certain, except death and taxes.” Death will take us all, but we can have some control over taxes, especially Transfer Taxes. First, let’s start by understanding that Transfer Tax […]
Read ArticleMLPs: Master Limited Partnerships or Making Little Profit?
Publicly traded partnerships—also known as Master Limited Partnerships or MLPs—represent an asset class with more than 100 names and over $500 billion in market cap. Their presence is undeniable, yet their form and function have accumulated a high degree of mystery in […]
Read ArticleInvesting For Trusts
As part of your overall estate plan, you and your advisor may explore the possibility of using a Trust to accomplish your goals and objectives. Because of the complexity of these financial instruments, it is critical to have a well versed team of professionals in place to guide you through the process. Investing for Trusts […]
Read ArticleGolf Gadgets and Financial Planning
It takes quite a bit of effort to understand the world of golf; it’s a hard thing to learn and it requires a never-ending journey to get better. The same could be said for financial planning… Like many amateur golfers, I watch a lot of late-night TV on the Golf Channel. I’m often convinced to […]
Read ArticleAn Out-Of-The Box Idea Helps Couple Retire
In this article, featured in The Wall Street Journal, our own Morgan H. Smith offers a husband and wife some out-the-box advice to help ensure their retirement. Click here to read the entire article–> Advisor Sends Couple On A Road Trip
Read ArticleHow Baseball Prepared Me for Great Compliance by Brooks Morgan
My parents are wonderful people who I respect very much. They instilled values in me at an early age that I strive to live by day in and day out, but beyond everything they taught me, I have an inherent fear of consequences or more specifically, getting in trouble because of something I’ve done. This […]
Read ArticleThe Ins and Outs of Real Estate – Radio Show
The Ins and Outs of Real Estate July 12th, at 1:00pm.
Read Article