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Are your new goals the right goals for you?

For many people, January is the time of year to pursue new goals. As the years go on, this yearly goal-setting becomes routine. Even though you have new goals you're passionate about pursuing, your faith in your ability to accomplish them or your awareness about why you're...

source: By Michelle LaBrosse
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The Division of Enforcement of the Securities and Exchange Commission announced a new self-reporting initiative that "seeks to protect advisory clients from undisclosed conflicts of interest and return money to investors." "Under the newly announced Share Class Selection...

source: Plan Adviser

Clients who have stopped working but want to purchase a different (or an additional) home will have a couple of questions for you. The first will hopefully be, "What can we afford?" and the answer will be determined by them, you and perhaps their lender if they choose to...

source: Wealth Management

The Securities and Exchange Commission released its fiscal year 2019 budget, requesting a total $1.658 billion, up 3.5 percent from the $1.602 billion requested for fiscal year 2018. The budget includes an increase for its National Examination Program from $346...

source: Wealth Management

Five years ago, Matthew Moody was killed during an observational flight when the two-seater plane he was in crashed flying over a canyon in Chico, California. His father, Michael Moody, knew his 26-year-old son had been mining Bitcoins...

source: Finanical Advisor

As every advisor knows, life expectancy is a key component of any long-term financial plan, but what age should advisors be planning for? Ric Edelman, co-founder of Edelman Financial Services, says advisors' clients will live to be 120 and "aging will become a disease, not...

source: Think Advisor

High-yield and emerging-market bonds have delivered stellar returns through a hectic decade. Should advisors use these investments to spice up clients' fixed income allocations? Through January of this year, Morningstar's intermediate-term...

source: Financial Planning


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