Why Is It So Cool to Be Gloomy? by: Matt Ridley of the WSJ

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Has the percentage of the world population that lives in extreme poverty almost doubled, almost halved or stayed the same over the past 20 years? When the Swedish statistician and public health expert Hans Rosling began asking people that question in 2013, he was astounded by their responses. Only 5% of 1,005 Americans got the […]

Misconceptions About Health Care Costs in Retirement by Rachel Hartman of US News and World Report

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While many Americans are aware that health care expenses will be significant during retirement, it can be tough to decipher exact amounts to set aside for medical treatment. Four out of five workers have not calculated how much they will need for health costs in retirement, according to a 2018 Employee Benefit Research Institute and […]

The Market Isn’t Going to Save You From Saving Too Little by James Mackintosh of the WSJ

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  • The Market Isn’t Going to Save You From Saving Too Little

Looking at the long run performance of markets probably overstates what you can expect to earn in the future

Five Changes Americans Could See in Their 401(k)s, IRAs by Anne Tergesen of the WSJ

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Anne Tergesen

The Wall Street Journal

July 20, 2018

In addition to giving annuities a greater role in 401(k) plans as part of its proposals to tweak the U.S. retirement system, Congress is considering provisions that could serve to expand workers’ access to retirement-savings plans and make it easier for savers to tap their accounts in case […]

The Number One Mistake People Make in Estate Plans

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 Estate planning is complex, but the number one mistake people make is actually quite simple. Perhaps so simple that it is overlooked: Coordinating the title of assets with the plan. After years of meeting with clients, estate planners agree this is a consistent theme. It can be disturbing how often the assets do not seem […]

Why Investors Aren’t Worried China Will Weaponize Its Treasurys Hoard by Diane Kruger of the WSJ

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Why Investors Aren’t Worried China Will Weaponize Its Treasurys Hoard

China holds $1.18 trillion in U.S. government bonds, but it’s unlikely to dump them in response to rising trade tensions

Global Risk Roundup with Ian Bremmer

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Ian Bremmer

Ian Bremmer
Founder, Eurasia Group

Political scientist Ian Bremmer says that despite a strong global economy and resilient financial markets, the likelihood of a big, unexpected crisis is creeping […]

Financial Terms Made Simple by TIAA CREF

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Glossary of Financial Terms to make understanding Wealth Management easier.

 

Accrued Interest– The amount credited to a bond or other fixed-income security between the date of the last payment and the date when the security is sold, or any intermediate date.  The buyer usually pays the seller the security’s price plus the accrued interest.

Asset Allocation– In […]

Impatient Investors Get Caught in the “Return Gap” A fascinating article about behavioral tendencies in finance.

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Impatient Investors Get Caught in the ‘Return Gap’

By: Derek Horstmeyer for the Wall Street Journal

Investors on average lose 1 to 2 percentage points a year because of behavioral inefficiencies, writes this professor

6 Reasons you should consider a trust

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6 reasons you should consider a trust

Trusts can help you control your assets and build a legacy.

Key Takeaways

  • Trusts can help pass and preserve wealth efficiently and privately.
  • Trusts can help reduce estate taxes for married couples.
  • Gain control over distribution of your assets by […]
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