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Robo-Advisors Vs. Humans: Gauging The Outer Limits Of Automated Financial Advice The use of robo-advisors is on the rise among investors looking for an alternative way to get help with financial planning. In fact, a report by the consulting firm…
Recently I wrote an article on JD Supra called Split to Be Tied (May 4, 2016) regarding the Tax Court decision in Estate of Morrissette, (Estate of Clara M. Morrissette v. Commissioner, 146 T.C. No. 11 (April 13, 2016)). Once again, the IRS…
Most Americans know they need to save more for retirement. But most Americans aren’t doing it. Just how bad off are some of them? A study by the U.S. Government Accountability Office found that about half of households 55 and…
Market dislocations occur when financial markets, operating under stressful conditions, experience large widespread asset mispricing. Welcome to this week’s edition of “World Out Of Whack” where every Wednesday we take time out of our day to laugh, poke fun at, and present to…
Whether it’s mapping the shortest driving route with GPS or making restaurant reservations through a smartphone app, people expect technology to provide them with the answers and the assistance they need. And increasingly, tech-savvy investors are carrying those expectations into…
Export your 401k/ IRA – Trade Risk for Security Offshore Presently, the US has created a level of debt that exceeds anything the world has ever seen. Extreme debt in 1929 resulted in a market crash. The present level of…
Boston, MA, July 14, 2016 – Inept managers, poor communications, mismatched core skills and expectations, boss/subordinate disconnects: there are millions of reasons to be unhappy on the job. Now, award-winning author Beverly Flaxington gives readers solid, simple strategies for enjoying…
Wealth and Families traces its roots to a family member’s request that Howard Stevenson, Harvard Business School professor emeritus, share what he has learned from experience about investing, wealth, and life. Wealth. It’s a nice problem to have, but the…
The British vote to leave the European Union – commonly referred to as the Brexit – seemed to catch much of the world by surprise, at least temporarily shook up the markets and left many people wondering whether they should…
SPECIAL REPORT
The US Debt Clock has released another provocative Secret Window poster, and this time the New Money Revolution delivers its message through the simplest financial question imaginable. The headline reads: KID MONEY LOGIC Standing on…