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Resources2019-03-07T19:34:15+00:00

The Complexity of Retirement Planning

After graduating from college, typically you begin a career and (hopefully) start saving for a rainy day. Years quickly pass and before you know it you might be married with children. Soon after the children arrive, you begin planning for their college. Next, you hear relatives and friends discussing [...]

By |November 1st, 2018|Categories: Blog|Tags: , |

Investment Correlations Are Changing: What You Can Do to Protect Your Portfolio

One of the most fundamental principles of portfolio theory is diversification. Diversification is a powerful risk management technique which spreads investments across different geographies, asset classes, or sectors. It lessens the impact any one investment can have on a portfolio, reducing volatility and improving the probability of achieving long-term [...]

By |October 19th, 2018|Categories: Blog|Tags: |

Guide to Giving: What to Give

This is the second article in a Guide to Giving blog series by contributing editor Richard B. Freeman. Richard is a Senior Director, Wealth Advisor at Round Table Wealth Management and a member of FCCF’s Professional Advisors Council. You are at a point in your life where you feel [...]

By |October 16th, 2018|Categories: Blog|Tags: , , |

Guide to Giving: Ways to Give

This is the first article in a Guide to Giving blog series by contributing editor Richard B. Freeman. Richard is a Senior Director, Wealth Advisor at Round Table Wealth Management and a member of FCCF’s Professional Advisors Council. You have decided that “giving back” by donating to charity is something [...]

By |October 16th, 2018|Categories: Blog|Tags: , , |

7 Hidden Costs of Retiring Abroad

Round Table’s Frederic Behrens was recently quoted in US News & World Report discussing the hidden costs of retiring abroad. If you’re a US citizen looking to retire abroad, this article  highlights some key points to address. Please reach out to Fred (http://bit.ly/2QKhuPC) if you should have any questions or [...]

By |October 12th, 2018|Categories: In the News|Tags: |

American Expat: Brokerage Account Closures and Restrictions

American citizens living abroad face many complicated investing and compliance issues. Careful attention must be paid to their selection of investments, filing a U.S. expat tax return, dealing with the Foreign Account Tax Compliance Act (FATCA), and understanding country of residence tax rules. Savvy American expat investors ultimately realize [...]

By |October 4th, 2018|Categories: Blog|Tags: |
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Serving as a Trustee – What to Know

With a growing number of trusts being created every year in the United States, the possibility that you may be named as a trustee may also be increasing. Maybe you were chosen by a sibling, a parent, a colleague or a friend to serve as trustee of the trust [...]

By |February 1st, 2017|Categories: Whitepapers|Tags: , |

The Hidden Tax Consequences of Mutual Fund Investing

As bull markets develop, many investors are lured by the low volatility and cheery market sentiment. However, as rallies stretch over a number of years, as they have recently, a hazard emerges for investors seeking to invest in mutual funds. First-time investors purchasing shares bear the risk of inheriting [...]

By |March 9th, 2016|Categories: Whitepapers|Tags: |

UBTI: The Hidden Tax for the Tax-Exempt

With the recent increases in interest rates, many investors begin to question their allocations to fixed income. These questions and doubts are not without reason: bond values move in the opposite direction as interest rates, so if rates continue to increase, it is only natural to assume that bond [...]

By |February 3rd, 2016|Categories: Whitepapers|Tags: , , |

Life Insurance Problems and Solutions: A “Non-Agent” Perspective

Life insurance can be an important component of a comprehensive financial plan. However, problems related to life insurance can arise for a variety of reasons: client needs and tax laws may have changed; policy performance may not have met expectations; or the client may have purchased policies without fully [...]

By |November 2nd, 2015|Categories: Whitepapers|Tags: , |

Using Mortgage Interest to Fund Investments: The Interest Tracing Rules

Life insurance can be an important component of a comprehensive financial plan. However, problems related to life insurance can arise for a variety of reasons: client needs and tax laws may have changed; policy performance may not have met expectations, or the client may have purchased policies without [...]

By |October 26th, 2015|Categories: Whitepapers|Tags: , |

The Quarter Million Dollar Question: Wealth Transfer & College Savings Strategies

For children born this year, the expected cost of attending four years at a public university has reached a staggering $250,000, and that projection continues to rise at a rate of almost twice that of inflation. 1 For many wealthy families, funding a child’s or grandchild’s college education [...]

By |October 14th, 2015|Categories: Whitepapers|Tags: |
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Quarterly Review – Second Quarter 2017

 Is Goldilocks back in town? During the previous economic cycle (2003-2007), Wall Street referred to the U.S. economy as the “Goldilocks Economy” …not too hot, not too cold, just right. It was also during this time that market risk metrics, such as volatility, were low. Presently, investors find themselves [...]

By |July 18th, 2017|Categories: Quarterly Review|Tags: , , , |

Quarterly Review – First Quarter 2017

 The “Trump Rally” continued through the first quarter with most asset classes, both domestic and international, generating strong, risk-adjusted returns. The rally’s underlying support is in part due to investors “pricing-in” near certain approval of Trump’s stated policy initiatives (healthcare, tax, foreign profits, infrastructure and military). But the rally [...]

By |April 18th, 2017|Categories: Quarterly Review|Tags: , , , |

Quarterly Review – Fourth Quarter 2016

The year 2016 will be remembered as an example of the need to always consider the unexpected – from BREXIT to the Trump victory to the ensuing market rally that wasn’t supposed to happen. We began the year with the S&P 500 declining approximately 10.5% through February 11. Several [...]

By |January 26th, 2017|Categories: Quarterly Review|Tags: , , , |

Quarterly Review – Third Quarter 2016

Perhaps one thing that we can all agree on, and that which doesn’t need debating is the strong performance of risk assets during the last quarter. The S&P 500 was up 3.9%, non-U.S. developed markets were up 6.4%, and emerging markets were a top performer, up 9.2%. Not to [...]

By |September 30th, 2016|Categories: Quarterly Review|Tags: , , , |

Quarterly Review – Second Quarter 2016

The morning after the Brexit referendum confirmed the “Leave” victory, Bloomberg News ran an article titled, “Can we talk about last night?” And as funny as it is to compare the referendum decision to a one-night stand, the implications of Brexit will last far longer than until the new [...]

By |June 30th, 2016|Categories: Quarterly Review|Tags: , , , |
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