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Impact of Supreme Court’s Decision to “Fix” Your 401(k)

The U.S. Supreme Court recently ruled in the case of Tibble v. Edition International. The decision will surely have unintended consequences. A bit of background: Current and former employees sued Edison (a California-based utility) claiming breach of fiduciary responsibility. The claim? Retail mutual funds in the 401(k) charged higher fees than identical Institutional funds available [...]

Doing the Right Thing Doesn’t Cost More

The fiduciary standard is an ongoing debate in financial services. Who is a fiduciary, what is a fiduciary obligation, is it right for everyone and what happens if it’s cost prohibitive? To understand the debate requires a bit of context. Historically financial services were delivered piecemeal. Need to get your tax return filed? Call a [...]

Muni Bonds and the Foolishness of Tax-Free Returns

Not long ago a prospective client inquired about Apollo’s views of the fixed income markets and, specifically, muni bonds. It was a simple discussion – one we’ve had with our clients a number of times since the ‘market meltdown’ of 2007-2009. We explained that with ‘risk-free’ 10-year Treasuries yielding 2% and the questionable balance sheets [...]

Finding Black and White in the Gray

Life is hectic. How many times has, “I’m just really busy” been the answer you’ve received when asking a friend how they’re doing? We handle the time crunch with shortcuts. We like our apps, AAA diamonds, three out of four star movie reviews, Yelp and the like. But there are times when shortcuts are due [...]

The Digital You

Estate planning has always been a tricky exercise. On one hand is the objective – who inherits what, when, in what form and what’s the tax impact. On the other hand is the subjective – mostly family dynamics such as prior marriages, desire to benefit kids/grandkids (and, likely, treat them ‘fairly’), disliked relatives, deep-seated resentment, [...]

What is a Fee-Only Advisor?

Were you confused about who can call themselves fee-only advisors?  When you're done nodding you'll be comforted to know you're not alone. This past weekend The CFP Board stepped in with an attempt to clarify the issue after fumbling the ball last week.  Never fear - bureaucracy is here! First we take a trip down [...]

IRA DOs and DON’Ts

Retirement savers bored with traditional investments are on the hunt for the exotic. After all, why own plain old stocks and bonds when you can own real estate, equipment leases or stock in a start-up company? Before leaping at the latest investment fad, it’s important to understand what the IRS permits when it comes to [...]

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