The Vault

Author: admin

22 Jul

Posted at 09:06h in Domestic Spendthrift Trust, Lawsuit Prevention, Market, Offshore Trusts and LLCs, Taxes, Wealth Transfer by
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Asset Protection Strategies Legal Tools. Warning this article is for information only and not intended for legal, tax or financial advise. Individuals should consider many factors with professionals to counsel them in strategies mentioned to not be involved with tax evasion or any illegal use of...

11 Mar

Posted at 08:23h in College Funding by
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5 Tips for Saving for College in 2015  ThinkAdvisor. https://www.thinkadvisor.com/2015/03/05/5-tips-for-saving-for-college-in-2015 529 plans are one of the best ways to accumulate compounded, untaxed returns, but there are some other solid pathways to college saving. Paying for college is among the most significant expenses many families will ever...

11 Mar

Posted at 07:48h in Investing, Market by
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Average returns in the six major fund groups have topped 21% a year since the worst of the financial crisis. Repost of Article The Great Mutual Fund Comeback by Janet Levaux March 08, 2015 from think advisor.com Sometimes, it’s worth reliving a bit of painful history. On March...

11 Mar

Posted at 07:35h in Investing by
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Article repost and edited from original, Why Risk Management Isn’t Like Car Shopping | ThinkAdvisor. https://www.thinkadvisor.com/2015/02/26/why-risk-management-isnt-like-car-shopping [blockquote text='quant risk management has gone mainstream.' text_color='' width='' line_height='undefined' background_color='' border_color='' show_quote_icon='yes' quote_icon_color=''] From risk systems for advisors to algorithms used by firms like Wealthfront, quant risk management has gone...

11 Mar

Posted at 07:15h in Retirement by
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Article credit and referenced, Average Retirement Age Holds Steady – Center for Retirement Research. https://crr.bc.edu/average-retirement-age-holds-steadyExplained: The fall and rise in the average retirement age since 1880 - Retirement Income Journal. https://retirementincomejournal.com/article/explained-the-fall-and-rise-in-the-average-retirement-age-since-1880 [blockquote text='Cultural, structural changes that converged to reverse century-long decline in labor force participation may...

11 Mar

Posted at 06:48h in Art, College Funding, Taxes by
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A list of some of the strangest gaps in the U.S. Tax code Article referenced and/or accepts for full article Top 6 Weirdest Tax Loopholes | ThinkAdvisor. https://www.thinkadvisor.com/2015/03/09/top-6-weirdest-tax-loopholes Court-side Deduction Many alumni can't get tickets to their alma mater's home games unless they make a special "donation" to...

03 Mar

Posted at 07:59h in Investing, Market by
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Cash has become another four-letter word for some investors. Sure, it doesn’t earn anything – slightly less than the yield on high-quality, short-term debt – but keeping some immediate liquidity has real-world advantages. (See monthly index returns table below.) The most pragmatic reason one might need...