It’s Outcome, Not Income, That Should Be Stressed In Retirement Planning

22 Aug
Retirement Planning

Retirement Planning? Most Americans are pessimistic about how well off they’ll be financially when they reach retirement. “People have a lot of worries and that’s understandable,” says Dan Carter, an Investment Advisor Representative for Safeguard Investment Advisory Group (www.safeguardinvestment.com). “Their savings may not be what they hoped for. Pensions for most people are a thing […]

Robo-Advisors Vs. Humans

19 Aug
Robo-Advisors

Robo-Advisors Vs. Humans: Gauging The Outer Limits Of Automated Financial Advice The use of robo-advisors is on the rise among investors looking for an alternative way to get help with financial planning. In fact, a report by the consulting firm A.T. Kearney predicted that robo-advisors will be managing 5.6 percent of Americans’ investment assets by […]

Double Down! – Inter-Generational Split Dollar Throws Sand in the Face of the IRS Again

14 Aug
friends toasting the IRS with champagne flute on beach at sunset

Recently I wrote an article on JD Supra called Split to Be Tied (May 4, 2016) regarding the Tax Court decision in Estate of Morrissette, (Estate of Clara M. Morrissette v. Commissioner, 146 T.C. No. 11 (April 13, 2016)). Once again, the IRS has lost a significant inter-generational split dollar case – Estate of Marion Levine, Deceased v. […]

World Out Of Whack: The Shifting Zeitgeist

10 Aug
World Out Of Whack

Market dislocations occur when financial markets, operating under stressful conditions, experience large widespread asset mispricing. Welcome to this week’s edition of “World Out Of Whack” where every Wednesday Capitalist Exploits take time out of their day to applaud insanity, laugh, poke fun at and present to you absurdity in global financial markets in all it’s glorious insanity. […]

World Bank and IMF: Where do they stand on progressive and responsible taxation?

09 Aug
World Bank Photo Collection

The IMF and the World Bank are increasingly engaged with the challenge of addressing how tax avoidance and evasion affect developing countries. However, their approach needs to go much further to address the role played by multinational enterprises and tax havens in exacerbating inequality and undermining countries’ domestic revenues. The World Bank and the IMF […]

World Alternative Currencies Report 2016

08 Aug
Alternative Currencies

Research and Markets has announced the addition of the “Alternative Currencies: Are Cryptocurrencies Readyfor Prime Time?” report to their offering. “Alternative Currencies: Are Cryptocurrencies Ready for Prime Time?” identifies and discusses several of the central concepts underlying cryptocurrencies and their marketplace potential. Bitcoin, easily the most recognizable of the digital currencies has generated a fair […]

Sun Life Financial to acquire pension business of FWD Hong Kong

05 Aug
Hong Kong pension business

Will strengthen Sun Life Financials’ position in the Hong Kong pension market TORONTO, Aug. 5, 2016 /PRNewswire/ – Sun Life Financial Inc. (TSX: SLF) (NYSE: SLF) announced today that Sun Life Hong Kong Limited (“Sun Life HK”) will acquire the pension business of FWD Life Insurance Company (Bermuda) Limited (“FWD”), consisting of Mandatory Provident Fund […]

Expats: adventurers or foreign retirees?

03 Aug
expat-mexico

Hemingway, as an expat, implied high adventure in a foreign land The first definition of “expatriate” appeared in a French dictionary in the late 1700s and denotes a person who has been banished from his or her native land. This elucidation came just in time for Napoleon’s exile to the island of Elba in 1814; […]