How to Find and Select a Financial Planner

This week’s AAII Weekly Digest highlights these “must-read” AAII articles:   Using Beneficiary-Directed Trusts to Protect Your Heirs Beneficiary-directed trusts can protect a beneficiary from losing inherited trust assets to creditors, claimants and divorcing spouses. Well-Built 529 Plans Can Be a Great Option for College Savings 529 plans allow investment earnings to compound and withdrawals…

 

The October 2018 AAII Journal is Now Available Online

COVER ARTICLE Getting the Same Return With Less Risk: The Power of Factors By Larry Swedroe, Charles Rotblut, CFA Using factors to diversify a portfolio can pull in extreme annual returns without lowering long-term expected returns.     Editor’s Note By Charles Rotblut, CFA Two articles this month tackle the issue of how to manage…