WealthManagment.com Daily Memo
Wealth Management Daily Memo

FEBRUARY 28, 2018

Is Social Security Benefit Planning Disappearing?

A focus on Social Security claiming strategies.

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New Taxes Put Hedge Funds on the Ropes

Hedge fund investors are now responsible for even more taxes. But savvy advisors can minimize this unwanted tax burden.

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Too Much Emphasis on ETF Fees Can Distract Investors

Low expense ratios are eye catching, but investors need to dig deeper to understand how similar sounding ETFs actually have different exposures – and disparate performances.

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