Now that it has been almost 16 months since the passage of the 2017 Tax Cuts and Jobs Act (TCJA), it’s time to come up for air and ask the question: what is the overall impact on estate planners and their clients?
In part three of the Sustainable Draw Rates Study, we examine results by historical stress testing and reach our conclusion.
What Extra Return Must an Active Manager Provide to Outperform a Lower Cost Passive Equity Solution, Net of Fees and Taxes?
It is no secret: many active equity managers have a difficult time performing better than average when measured over full market cycles
A college professor of mine once said, “Rational consumers only exist in economics textbooks.” While I cannot remember which of my professors offered up this wisdom, the quote has stuck with me nonetheless.
On April 9, 2019, Principal Financial Group (Principal) announced that it had reached an agreement to purchase Wells Fargo’s retirement plan recordkeeping business.
Part two of the Sustainable Draw Rates Study examines the results of different asset mixes over varying time projections.