This week’s blog discussions include … Banks make millions from the most vulnerable As mentioned, I’m dealing with my mother’s financial affairs as she reaches end of life, and I’m finding it incredibly frustrating. The process is that there first needs to be a Power of Attorney in place. Luckily, she saw that coming and … Read more
To find the best high-yield bond mutual funds, we began with the Fidelity Investments screener. Our initial list was 381 funds, including both taxable and tax-exempt municipal bond mutual funds. We screened out all funds with lower than neutral Morningstar rankings. The remaining group included many institutional class funds with minimum initial investments of at … Read more
The Mini is a bite-sized version of The New York Times‘ revered daily crossword. While the crossword is a lengthier experience that requires both knowledge and patience to complete, The Mini is an entirely different vibe. With only a handful of clues to answer, the daily puzzle doubles as a speed-running test for many who … Read more
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that SIFMA, which represents broker-dealers, investment banks, and asset managers, released a white paper that argues that CFP Board “increasingly functions as a de facto private regulator for CFP certificants” and proposes that CFP Board eliminate … Read more
Enlarge / Artist’s illustration of catch arms ensnaring SpaceX’s Tremendous Heavy booster. The Federal Aviation Administration has signaled to SpaceX that it will not approve a launch license for the following check flight of the Starship rocket till at the least late November, the corporate mentioned in an announcement on Tuesday. That is greater than … Read more
