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January Chart Talk: An examination of stock and bond earnings over the past five years shows how they measured up against consecutive five-year periods dating back to 1927.
December Chart Talk: The hidden costs of home ownership, how to spend the hoilday bonus, rollover opportunities in job transtions, and much more are displayed in this month’s charts.
December Chart Talk: Target date fund prospectuses offer vague objectives and make it hard to choose a suitable TDF for a client. And the TDF objectives in sales brochures don’t match the objectives in fund prospectuses, making objective-based investing problematic.
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Savvy Tax Planning School for Advisors
With Debra Taylor, CPA/PFS, JD, CDFA
June 6–7, 2024
Chicago
The Discovery Meeting Workshop: Transform Your Discovery Process
May 20–21, 2024
Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 13–16, 2024