Articles

  • 2 weeks ago | forbes.com | Larry Light

    We discuss the delicate balancing act between minimizing taxes whilst maximizing wealth with Jim Davis, senior wealth advisor at Aspen Wealth Management based in Fort Worth, Texas. Light: Investors are always looking for ways to minimize their tax burden, but there’s a fine line between tax efficiency and maximizing overall wealth. Can you start by explaining why investors shouldn't focus solely on tax minimization?

  • 3 weeks ago | forbes.com | Larry Light

    Inheriting significant wealth can feel both exhilarating and overwhelming, especially if it arrives unexpectedly or without preparation. We discuss with Liz Gillette, founder and senior advisor at Curio Wealth, based in Annapolis, Md., about how individuals can thoughtfully tackle this transition—balancing new possibilities with intentional planning and aligning their financial decisions with their core values.

  • 3 weeks ago | forbes.es | Larry Light |Fernando Latienda |Francesco Fusi |Tim Treadgold

    El oro ya no es la «reliquia bárbara» que el legendario economista John Maynard Keynes alguna vez denominó. De hecho, es un activo sólido, cuyo precio se ha disparado con los años, especialmente en tiempos de inestabilidad. Puede comprar lingotes o monedas de oro, o fondos que incorporen el metal, como las Acciones de Oro de SPDR. Sin embargo, no busque rentabilidades superiores a las del mercado a lo largo del tiempo, sino rentabilidades sólidas.

  • 4 weeks ago | forbes.com | Larry Light

    Gold is no longer the “barbarous relic” that legendary economist John Maynard Keynes once dubbed it. In fact, gold is a solid asset class, whose price has escalated through the years, and especially in times of unease. You can buy gold bars or coins or funds that hold the metal, such as SPDR Gold Shares. Don’t look for market-beating returns over time, though, just solid ones. The S&P 500 has gained 12.8% annually over the past 10 years, Morningstar data indicate.

  • 1 month ago | forbes.com | Larry Light

    Losing a spouse is deeply challenging, especially for those not used to managing finances. We discuss with H. Jude Boudreaux, senior financial planner at The Planning Center based in New Orleans, the initial steps that can help ease the fear and confusion during this difficult time. Larry Light: From your experience, what are the biggest financial challenges that new widows encounter after losing a spouse? H.

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Larry Light
Larry Light @lightlawrence2
18 Feb 23

What are the pitfalls of companies' transferring their pensions to insurers? See my CIO story: https://t.co/3FJhBxuTs1

Larry Light
Larry Light @lightlawrence2
15 Nov 22

During my years in financial journalism, I've noticed a pattern: There's a downturn around the start of a new decade, and then predictions that the coming decade will be a bummer for stock. Those auguries don't come true, though. See my CIO story:https://t.co/aRTynLSbh9

Larry Light
Larry Light @lightlawrence2
16 Sep 22

Republican politicians say ESG investing brings poor returns--and GOP-run states are moving to ban state and local gvt funds from plugging money into it. Dems say the opposite. Who is right? See my CIO story: https://t.co/mnn08OmqAD