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Designating The Living Trust As IRA Beneficiary

The majority of the time, an IRA owner will list individual(s) as their intended beneficiaries on the IRA beneficiary designation form. Aside from being the most common option, there is good reason for the IRA owner to elect this method a good portion of the time. By choosing the IRA beneficiary outright, the IRA  owner provides the beneficiaries with the option of tax-deferred growth in the form of “stretch” … Continue reading Designating The Living Trust As IRA Beneficiary

Growth in Value

Over the last year or two, much of the narrative around U.S. stocks has focused on FAANG (Facebook, Apple, Amazon, Netflix, Google), along with a select few other high growth companies like Alibaba and Tesla.  These high growth stocks have been in vogue mainly because of their recent high earnings growth and strong stock price … Continue reading Growth in Value

“The Merry Minuet”

The cold war era song by the Kingston Trio “The Merry Minuet”1 was first performed in San Francisco at the hungry i nightclub almost 60 years ago. It started like this: “…There’s hurricanes in Florida…” and it ended with thoughts about the atomic bomb. “…What nature doesn’t do to us will be done by our … Continue reading “The Merry Minuet”

Multi-Asset Class Poised To Outperform

Over the past few years, multi-asset class investing has not been kind to many large and well-known foundations and endowments.  Many of these previously solid managers have delivered the combination of poor returns, coupled with high fees, and abnormally high volatility.  Sentiment has become increasingly negative for a management style that delivered the best risk-adjusted … Continue reading Multi-Asset Class Poised To Outperform