Exchange Traded Funds (ETFs) receive a lot of coverage from the press covering markets but are ETFs any good?
Making News…
We frequently produce Q&A columns for Florida Today, Investopedia and MarketWatch, a personal finance website of the Wall Street Journal, as well as pieces for Financial Advisor magazine and others. Here is a sampling from the last three months.
Lump sum pension or long term payments? Decision requires broad look by Derrick Chandler
Where to start creating an estate plan by Charlie Fitzgerald
Mike Salmon helped out at Investopedia by answering several reader questions including, “Should I wait for the market to go down before choosing to invest?” and “Can I combine my 401k with my new 403b?” and “Will taking a large IRA withdrawal increase my income and put me in a higher tax bracket?”
Dan Moisand continues his regular Q&A column for MarketWatch with When can you take money out of a Roth IRA?, Should my dad take more than the required minimum distribution from his IRA?, and My income is increasing. Should I convert my IRA to a Roth? among others.
In the News…
Dan Moisand recently spoke at the Retirement Symposium put on by Financial Advisor magazine in Dallas. Dan moderated a panel about using a methodology for individuals that is similar to methods used by large pension plans. He also served as a panelist for a discussion about the best portfolio construction ideas for the portfolios of retirees.
AdvisoryHQ recognized Moisand Fitzgerald Tamayo LLC on its 2017 ranking of the “Top 13 Financial Advisors in Florida | 2017 Ranking | Florida Wealth Management Firms” According to AdvisorHQ, “… ranking articles are always 100% independently researched and written. Firms do not pay for their ranking or our award emblem. In fact, most firms do not even know that they are being reviewed and ranked by AdvisoryHQ until after our reviews have been published to the public.”
Things We Found of Note
One of the best things retirees can do financially is help their family prepare to handle their money. This piece, “At what age are you too old to manage your money?” discusses a new study that shows how common the issue is and talks about how good planning can make it easier on everyone, especially a spouse.
Steve Ballmer retired as CEO of Microsoft in 2014. Over the last three years he employed “a small army of economists, professors, and other professionals,” and about $10M to launch USAFacts. It is the mother lode for data and integrates revenue, spending, and measured outcomes across federal, state, and local governments. Ballmer wants to provide hard facts and data to the public and researches in a non-partisan manner. The site relies only on actual government data, not outside sources which could be biased.
We’ve all seen it. People with their heads down fiddling with their phone. How can we break the smartphone addiction?