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Wealth Management

Benefits of Core Satellite Investing

Watching and reading the news can become a habitual activity when you’re an investor, especially when there’s trading news that is applicable to your investments. And if the...

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Wealth Management

Behavioral Finance and Investment Planning

In 1998, scholars Daniel Read and Barbara van Leeuwen asked participants to select an apple or piece of chocolate prior to engaging in the experiment. After making their...

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Wealth Management

Benefits of Behavioral Investment Counseling and Evidence-based Investing

If you’ve been in the profession long enough, you’ve likely encountered some variation of the saying, “Diversification means always having to say you’re sorry.”

The crux of...

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Wealth Management

6 Cognitive Biases in Behavioral Finance

When clients make undesirable financial or investment choices, it is often the result of biases and heuristics. Cognitive bias occurs when drawing incorrect conclusions, based...

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The College

Retirement and Education Planning Sessions at AICPA Engage 2019

On June 10th and June 11th, Professors of The American College will be attending the AICPA Engage 2019 conference in Las Vegas, Nevada. Founded in 1887, the American Institute...

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Insurance

Removing the Irrevocable Life Insurance Trust as the Default in Estate Planning

Life insurance in estate planning needs a fresh look. Instead of assuming the use of an irrevocable life insurance trust (ILIT) as the default estate planning approach, we...

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6 Factors Affecting Actual Retirement Age

Retirement planning age assumptions often differ from individuals’ actual retirement ages. And this gap in time needs to be anticipated in the financial planning process.

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Financial Planning

The Five Financial Fraud Languages to Listen For

Investment fraud constitutes a major problem in the United States. In 2017, the Securities and Exchange Commission ordered more than $2.9 billion in disgorgement from...

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Philanthropy

10 Rules of Survival When Working With a Team and Planning a Client’s Legacy

In order to guide clients and help them reach their philanthropic goals, you need to understand the inner-workings of the planning process. Below are 10 rules for survival you...

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