Post Archive

Lindsay Garland is a regular contributor to Forbes. This article was originally published on Forbes on January 6, 2017. There is a human element to every financial equation. In my years as a financial advisor, I’ve realized that, too often, financial advisors impose their own values on clients without taking the clients’ preferences, behaviors and emotions into…

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You met with your attorney.  You signed a will, trust, or beneficiary designations that direct your assets in the manner you want.  But there’s still one key piece missing – titling your accounts correctly, updating your beneficiaries, and following through on implementing your plan. One of the common misconceptions when working through an estate plan…

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Department of Labor Fiduciary Rule on CNBC featuring Barry Glassman

Last year, the Department of Labor issued a mandate stating that all financial professionals who work with retirement plans or give retirement planning advice must begin acting as a “fiduciary” starting April 2017.  Recently the fiduciary rule has made headlines yet again, this time due to Donald Trump’s executive order calling for an investigation into…

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This article was originally published on WTOP on December 8, 2016. Nobody likes a surprises in their taxes, especially when it comes to their investments. Unfortunately, many investors don’t realize some investments distribute capital gains every year. Mutual funds are required to distribute substantially all net investment income to shareholders, and that can mean receiving unexpected…

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As Benjamin Franklin famously said, “In this world nothing can be said to be certain, except death and taxes.” And if you own your own business or earn income from a partnership, those taxes can be a bit more complicated. The IRS makes you pay taxes as you earn, rather than waiting until April 15th…

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