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You probably think you know precisely what stuff your adult children most want from you when you downsize, move to Palm Beach, or are pushing up daisies. You’re probably wrong. They don’t want their school trophies. They don’t want that fancy china that Grandma religiously took out of the hutch and served the Thanksgiving turkey…

A new album drops. You hear about it before you’ve even had your coffee. So you slide into the driver’s seat, grab your phone, and start hunting for that one song everyone’s raving about. Here’s the catch: That 10-second search might be the most dangerous thing you do all day. A study says the days…

Ownwell Best for: Homeowners and other property owners, where fees start at 25% and Ownwell outperformed traditional firms in 10 of 11 published Texas counties; owners of modest homes, where its win-rate edge is widest What Sets It Apart: Publishes per-protest county results from appraisal district records, including counties where it trails; fully…

When a family member or close friend passes away, the person named as executor often steps into the role thinking of it as an honor. In reality, it can quickly become something much more demanding. Consider a typical situation: An individual dies with a family home, investment and retirement accounts and has named beneficiaries. The…

Welcome everyone! Welcome to the 496th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Shannon Eusey. Shannon is the chairman and co-founder of Beacon Pointe Advisors, an RIA based in Newport Beach, California, that oversees $62 billion in assets under management for 25,000 client households. What’s unique about Shannon, though,…

Over the past decade, the Schwab U.S. Dividend Equity ETF (SCHD +0.42%) has generated an average annual return of 12.4%. The Vanguard Dividend Appreciation ETF (VIG +0.52%) has returned 12.8% annually over the same time frame. That’s not much of a difference. But one shouldn’t see similar performance records and assume the funds themselves are…