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May 18, 2022

What Is The Difference Between Time Weighted Rate Of Return Calculation And IRR?

Bernie Kent

JD, CPA, PFS

Time weighted rate of return and IRR (internal rate of return) are identical where there have not been any contributions or distributions from a portfolio during the measurement period. Differences between time weighted rate of return and IRR (also

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February 12, 2020

Domestic vs. International: Why This Diversification Is Important

Aaron Hodari

CFP®, CIMA®

2017 was a great year for U.S. stocks. Large caps returned nearly 22%, while small caps returned nearly 15%. Nobody complained about those returns. But do you know which asset had an even better year? International stocks.

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February 6, 2019

Life Insurance Premium Financing: 5 Frequently Asked Questions

Whether a high-net-worth client desires an additional tax-free income stream during their retirement years, or significant death benefit to pass to their heirs, financing life insurance premiums may enable an individual to earn a spread between expected policy returns and borrowing rate, potentially resulting in a compounding 8-10% tax-free return over time.

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January 4, 2019

Active vs. Passive: The Case For Both And A Place For Both

Aaron Hodari

CFP®, CIMA®

Vanguard founder Jack Bogle started the debate of active versus passive investing when he created the first index fund in 1975. Hundreds of additional index funds, countless studies, and one historic recession later, passive investing has become a household concept and is accepted as the preferred method of investing for millions of investors.

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December 10, 2018

IRA Distributions to Charity are Often Not a Good Idea for Senior Citizens

Bernie Kent

JD, CPA, PFS

In December 2017, I wrote a Forbes blog, entitled Upper-Income Taxpayers Can Benefit From the Standard Deduction: What You Need to do Now, in which I described the new tax planning opportunities for upper income taxpayers due to the larger standard deduction beginning in 2018.

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December 10, 2018

Year-End Tax Planning Advice to Avoid

Bernie Kent

JD, CPA, PFS

Toward the end of every year, many publications provide a list of year end tax planning ideas. These articles often suffer from not discussing the exceptions to the advice given. It is difficult to give advice that will apply to most taxpayers in a limited amount of space.

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