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Yearly Archives: 2010

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Archives for 2010

The Administration’s Retirement Agenda

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I recently received an email from a client inquiring whether I knew of any legislation proposed by the Obama Administration to nationalize 401(k) or other retirement plans. I was not immediately familiar with the details of the proposed legislation, but I was curious to learn about the Obama Administration’s retirement

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Speaking from Experience: Charles Ellis

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Charles Ellis is a legendary financial consultant who advises institutions and governments around the world on investing. For many years he chaired the investment committees at both Harvard Business School and Yale School of Management, and he also chaired the CFA Institute, the global association of investment professionals. Mr. Ellis

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The Ins and Outs of 529 Plans

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For those of us with young children or grandchildren, the escalating costs of college tuition are on the top of our minds. Last year, tuition at public universities increased 6.5% at a time when consumer prices dropped 2.1%. According to the College Board, average annual tuition, room and board for

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The Fiduciary Debate, continued…

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Though final approval of the financial reform bill has yet to occur, House and Senate negotiation regarding the regulation of financial advisors is complete. Unfortunately for investors, the bill fails to apply the fiduciary standard to all who offer investment advice. However, a step in the right direction is included.

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Healthcare Surtax

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The healthcare legislation signed into law this year was among the most voluminous in recent history. As with all things government-related, it is challenging to decipher and understand how it will affect you and me. I recently attended the national conference for the National Association of Personal Financial Advisors, where

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Taking Stock of Europe

Contributed by Truepoint Wealth Counsel

Concerns out of Europe sent U.S. stocks in a decline Thursday reminiscent of declines during the 2008-2009 global financial crisis. The correction experienced is not necessarily a surprise, but what is surprising is the reason: Greece – specifically Greece’s questionable ability to service its debt and the implications a default

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The Federal Budget and Stock Market Returns

Contributed by Truepoint Wealth Counsel

Estimates from the bi-partisan Congressional Budget Office indicate the federal budget deficit will rise to $1.5 trillion in 2010 before falling to $1.3 trillion in 2011, representing 10.3% and 8.9% of estimated Gross Domestic Product (GDP), respectively. This raises a key question for investors: What impact might massive government spending

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Deciphering the ‘Flash Crash’

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Yesterday the market experienced what is now being referred to as the 'flash crash.' Investigations into what exactly caused this momentary plunge of stock prices are already underway. However, while the sources of the intraday volatility may be unique, the resulting lessons for investors are not.

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Estate Tax Law 2010 and Beyond

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The year 2001 may be a faint memory, but it was a very important year for estate tax law. The passage of the Economic Growth and Tax Relief Reconciliation Act of 2001 (EGTRRA) set in motion a decade of regular estate tax changes. We, along with many estate tax attorneys,

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Are Winners Skilled or Lucky?

Contributed by Truepoint Wealth Counsel

A recent study by prominent academicians Eugene Fama and Kenneth French analyzed the returns of actively managed U.S. stock mutual funds to evaluate the presence of skill among active managers. The professors conclude that only zero to 3% of active managers exhibit the skill sufficient to outperform a comparable efficiently

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