33 results tagged Working With an Adviser
Reverse Mortgages
Robert Klein, CPA from Retirement Income Center discusses the difference between a HECM (home equity conversion mortgage) and a HELOC (home equity line of credit).
Unexpected Inflation and Real Stock Returns
Are stocks a good hedge against inflation? Massi De Santis, Ph.D., CFP, with Desmo Wealth Advisors, discusses unexpected inflation and real stock returns.
Understanding ESG
Tony Davidow, CIMA and Author of Goals-Based Investing, interviews Margaret Towle, PhD., CIMA, CPWA, FSA, RICP with Yakima River Partners about ESG. ESG stands for Environmental, Social, and Governance. Investors are increasingly applying these non-financial factors as part of their analysis to identify material risks and growth opportunities in investing.
Ultra High Net Worth Investors Needs
Tony Davidow, CIMA and author of Goals-Based Investing, discusses the issues and opportunities of ultra high net worth families with Jamie McLaughlin, CEO at J. H. McLaughlin & Co.
Three Ways to Minimize RMDs
Robert Klein of Retirement Income Center explains three ways to minimize required minimum distributons.
The Role and Use of Alternative Investments
The savviest investors are making significant allocations to alternative investments, according to Tony Davidow, CIMA, author of Goals-based Investing.
The Future of Wealth Management
Tony Davidow, author of a new book "Goals-Based Investing" discusses the future of wealth management, including fractional shares and Robo-investing.
Sustainable Investing – Taking the Lead on Education and Implementation
One of the biggest trends across the financial services industry has been the growth of sustainable investing, in both the number of products and the asset growth over the past couple of years, according to Tony Davidow, CIMA, author of Goals-based Investing.
Selecting Bond Funds for Your Portfolio
Massi De Santis, Ph.D., CFP describes how to select bond funds for your diversified investment portfolio.
Rising Interest Rates and Your Investment Plan
Massi De Santis of DESMO Wealth Advisors explains what rising interest rates mean for the economy and your financial plan?
Rethinking the 60/40 Portfolio
The 60/40 allocation is considered to be a relatively conservative approach, as it provides some exposure to the potential returns of stocks while also offering a degree of safety through the more stable bond investments.
Reduce Capital Gains Tax on the Sale of a Business
Robert Klein, CPA with the Retirement Income Center discusses strategies for small business owners to reduce capital gains tax.