Emerging Trends

  • Tracking IRA Behaviors
    Tracking IRA Behaviors

    Individual Retirement Account Balances, Contributions, Withdrawals, and Asset Allocation Longitudinal Results 2010–2015

    by Craig Copeland, Ph.D.

    Individual retirement accounts (IRAs) represent the largest single repository of U.S. retirement plan assets, and are a vital component of U.S. retirement savings, holding one-quarter of all retirement plan assets in the nation.
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  • The More Things Change,  The More Things Change.
    The More Things Change, The More Things Change.

    Let's talk about your brand... and ubiquitous connectivity

    by Bruce Turkel

    Retail purchases used to be made in bricks and mortar stores. Today, more and more sales are made online.
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  • Equities and Inflation Climb
    Equities and Inflation Climb

    All eyes on corporate earnings... and a percolating CPI

    Domestic markets continued their strong start to 2018, posting gains across the board for their 2nd week. The S&P 500 added 1.57% and closed at a new record high on Friday.
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  • What Exactly Do Consumers Think about Working with Financial Professionals?
    What Exactly Do Consumers Think about Working with Financial Professionals?

    For starters, 77 percent are more confident in their financial future

    A new study commissioned by the Million Dollar Round Table (MDRT), conducted online by Harris Poll among over 2,000 U.S. adults ages 18 and older, including over 700 who currently work with a financial professional, examines what consumers think of financial professionals, what clients aim to achieve through financial planning and what they look for…
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  • Technology and Innovation Drive Predictions in 2018
    Technology and Innovation Drive Predictions in 2018

    Emergence of contract work changing the workplace landscape

    LIMRA experts have put together their 10 predictions for 2018, ranging from sales forecasts to the impact of technology and the digital market. Overall, LIMRA anticipates a year of continued evolution for the financial services industry with new products and solutions, as well as shifts in the market and consumer behavior.
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  • Putting Financial History in the Driver’s Seat
    Putting Financial History in the Driver’s Seat

    Nationally Acclaimed Bay Area Money Manager Post 27.4% Increase In Its Equity Portfolios

    Winans Investments (WI), a 25-year old investment advisory firm, has drawn national recognition by being featured in TD Ameritrade's quarterly financial magazine "Advisor Solutions" for its unique approach to active investing & civic activities.
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  • Understanding New  Payroll Impacts of the Tax Cuts and Jobs Act
    Understanding New Payroll Impacts of the Tax Cuts and Jobs Act

    Tax Firm: Changes to IRS code will be 'substantial'

    Congress passed the Tax Cuts and Jobs Act (the "Act"), and it was signed into law in December 2017. The changes to the Internal Revenue Code (IRC) will be substantial. The Act, in its official electronic version, is 185 pages long. There are payroll impacts that are important to note and are summarized below.
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  • Bitcoin Investment Trust Announces Stock Split
    Bitcoin Investment Trust Announces Stock Split

    Shareholders to receive 90 additional shares of the Trust for each share held

    Grayscale Investments, LLC, the sponsor (the "Sponsor") of the Bitcoin Investment Trust (OTCQX: GBTC) (the "Trust"), announced that it has today declared a 91-for-1 stock split of the Trust's issued and outstanding shares. With the split, shareholders of record on January 22, 2018 will receive 90 additional shares of the Trust for each share held.
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  • The Stages of Change
    The Stages of Change

    Habits, good or bad, can shackle and restrain your growth

    by Vijay Eswaran

    You are like a magnet. When your polarity changes, you automatically attract change. Change starts from within, going out in concentric circles. The strongest pull of the magnet is felt by the inner most circle
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  • State 1115 Proposals to Reduce Medicaid Eligibility: Assessing Their Scope and Projected Impact
    State 1115 Proposals to Reduce Medicaid Eligibility: Assessing Their Scope and Projected Impact

    A new generation of Medicaid demonstrations aims to reduce eligibility by imposing conditions like work requirements and coverage time limits

    by Sara Rosenbaum, Vikki Wachino, Rachel Gunsalus, Maria Velasquez and Shyloe Jones

    Do Medicaid demonstrations that don’t fulfill the program’s objective of providing medical help to people who need it qualify for 1115 waivers?
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