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QBI Deduction: How Advisors Can Take Advantage

QBI Deduction: How Advisors Can Take Advantage

Oct 10, 2019

Can financial advisors benefit from the 20% qualified business income (QBI) deduction from the Tax Cuts and Jobs Act of 2017?

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Bounded Rationality: The Realistic Choice

Oct 09, 2019

Making a sandwich is easy. Making a perfect sandwich? Not so much. Standard economics assumes people make rational, utility-maximizing, optimal choices.

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What You Need to Know Before You Retire

Kiplinger's
Oct 04, 2019

This article was originally published in Kiplinger's.

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Advanced Planning in Wealth Management: How the WMCP Puts You Ahead

Oct 03, 2019

In the alphabet soup of professional certifications, it can be hard to navigate which financial designation is best suited for you and your practice.

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The 2019 American College Clambake and Soldier Citizen Award

NBC News
Sep 20, 2019

The Penn Mutual Center for Veterans Affairs at The American College of Financial Services offers scholarships to veterans and their spouses who want a career in finance after the military. The school has awarded hundreds of veterans with full rides in previous years.

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9 Concepts to Eliminate from Disability Insurance Sales Conversations

Sep 16, 2019

Poet William Butler Yeats once said to “think like a wise man, but communicate in the language of the people.” While it’s true that the right verbiage and empathetic delivery may show clients you understand their unique reality and circumstances, even the most well

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Target-Date Funds in Retirement Planning

Reshma Kapadia, Barron's
Sep 14, 2019

Wade Pfau, Professor of Retirement Income, met with Barron's to provide his insight on asset allocations for target-date funds. This article was originally published in Barron's.

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New Retirement Options for the Military

John Hanc, The New York Times
Sep 12, 2019

Ted Digges, executive director of The American College Penn Mutual Center for Veterans Affairs, met with The New York Times to discuss the military’s new retirement option. This article was originally published in The New York Times on September 12, 2019.

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Two Decision Making Systems

Sep 10, 2019

The change in attitude between planning and reality is similar to what happens when you set an alarm clock. You decide the most reasonable time to wake up the night before. Then, when morning arrives, you no longer believe that this time was all that reasonable.

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The Philosophy of Goal-based Investment Planning

Sep 10, 2019

Most of us view our investment portfolio as numbers on a screen. These numbers go up, sometimes they go down.

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