…see, the composition of the funds can vary widely. What these numbers do not show is the differences within the various asset classes. For example, the Fidelity Freedom Fund comprises…
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Keeping Your Eye On Your Target-Date Fund
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Same-Sex Marriage Is Here To Stay
…Supreme Court determines that other states and the federal government are free to disregard gay weddings already performed. Even an improbable holding by the Supreme Court that all U.S. gay…
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Overlooked Tax Changes Are Coming In 2016
…beneficiaries were using incorrect – presumably higher – basis when they eventually sold the property. While well-intentioned, however, this new law leaves many open questions and creates a variety of…
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Considerations When Evaluating Private Equity
…became chief investment officer of Palisades Hudson in 2012, the Investment Committee and I have taken a variety of steps to build upon and improve our research and due diligence…
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Amazon’s HQ2 Gambit
Amazon Spheres, Seattle. Photo by Flickr user W & J (now Los Paseos). Part of what has made Amazon so successful is the company’s ability to make virtue of necessity….
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If You’re Starting Out, Start With Budgeting
If you search the internet for advice on effective personal financial management, you are confronted with an extensive list of topics that require your attention. Young professionals can often shrink…
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Not Another Year-End Financial Planning Article
…advice is valid in theory but unrealistic for the average reader to put into action before year-end. One of the most common pieces of advice in year-end financial articles is…
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Florida’s Courthouse Sharks
…federal disabled-access lawsuits originated in the Southern District of Florida in 2013. Local business owners have complained that such suits are less concerned with businesses becoming compliant than with quick…
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Be Careful: You Might Live to 150
…a compelling marketing campaign. The company is doing a great job educating the public about the need to save for a longer retirement. I fully endorse their method of discussing…
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