A closer look at the year’s second quarter and commentary on what it all means, at home and abroad.
Category: Industry Ideas
In 2017, the House and Senate approved changes to our tax code that will allow 529 funds, previously reserved for college expenses, to be used for private elementary and secondary school tuition.
This week we explore mutual funds, ETFs, and Vanguard’s bold move. Plus, what do smart beta and bitcoin have in common? Read on to find out.
This week we look at computers versus humans managing your money, banks manipulating rates, and a trading error worth millions of euros.
This week we’re reading about measuring loss in unusual ways, the concept of frequency illusion and what’s new with Twitter.
This week we look at incriminating comments from bankers, and a new wave of advisor robots. Will financial advisors one day be replaced by robots?
This week we explore a growing type of crime, cybercrime. Plus, a look at a subscription-based movie theater plan that sounds too good to be true.
This week we explore the pros and cons of index funds, and more on Wells Fargo’s fraudulent practices. Also, a brief look at the man who put his Tesla in autopilot and then sat in the passenger seat. What happened next?
This week we explore Thad's thoughts and insights on today’s market after such a calm and stable 2017.
If you are offered an early retirement package from your employer, numbers should not be the only factor in your decision to accept or decline. A detailed assessment with your financial professional will be vital to determining the optimal course of action.