Lauren Foster rounds up recent articles and resources that may be of interest, beginning with a few on behavioral finance. Read more
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20 Posts
Lawsuits involving estates and trusts are on the rise. Here are 10 tips for trustees to bear in mind to avoid litigation. Read more
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With all of the variables in play, practitioners can be easily led astray when interpreting the results of time-series studies. A recent controversial paper on the relative economic value of tax cuts, provides an excellent example of why analysts must be alert to the challenges of multiple regression with time-series variables. Read more
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Our ten most-popular articles from the past year include coverage of the ever-unfolding European sovereign debt crisis, how the election cycle affects the markets, and Warren Buffett’s secret sauce. Read more
Leave a Comment As surprising as this may seem, there was more to the business news cycle over the past few days than all the to-ing and fro-ing over the fiscal cliff. Here are some of the articles I found interesting — and sometimes offbeat — in case you missed them. Read more
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Top posts from last month included an assessment of the impact of the fiscal cliff, an analysis of what the Shiller P/E for the S&P 500 augurs for US stocks, and an overview of how Dodd-Frank will affect OTC derivatives in foreign markets. Read more
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If Congress maintains the current tax and spending policies, we will get more of the same economy we have experienced for the past three years (all else being equal). But what if Congress lets the fiscal cliff hit? Ron Rimkus, CFA, assesses the impact. Read more
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President Barack Obama swept to victory on Tuesday, securing four more years in the White House. Now what? What does the outcome mean for taxable investors and what should you and your clients be thinking about between now and the end of the year? Read more
4 CommentsMichael Kitces, partner and director of research at Pinnacle Advisory Group, which oversees about $1 billion of client assets, discusses some of the key issues and trends for financial advisers, including the looming fiscal cliff, the potential for tax rates to rise significantly in the future, how to plan around tax increases, and whether the 4% safe withdrawal rate is still an appropriate rule of thumb. Read more
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