Month: July 2021

Olena Ruban | Moment | Getty Images Cannabis industry investors have been treated to a series of legislative catalysts over the last three years that have moved equity valuations.  Notable moments include Canada’s federal adult-use implementation, the election of President Joe Biden, and the Georgia Senate run-off in January. Additionally, the state-by-state legalization movement is
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A handful of the largest U.S. public pensions, such as CalPERS and STRS Ohio, facing increased public scrutiny claim that their compliance with voluntary standards developed for the money management industry—the Global Investment Performance Standards—enhances their integrity and transparency. Pension stakeholders should not be fooled. In 2018, California Public Employees’ Retirement System (CalPERS), the largest
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Tara Moore | Getty Images Most Americans are worried that Social Security will run out in their lifetimes, and those fears have only gotten worse amid the Covid-19 pandemic. That’s according to a survey from financial services company Nationwide, which found that 71% of adults felt that way. Fears about the benefits program were highest
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Today’s column addresses questions about filing first on a spouse’s benefits and then for retirement benefits, filing for retroactive retirement benefits after first taking spousal benefits and whether it’s worth taking the option at 70 to file six months retroactively. Larry Kotlikoff is a Professor of Economics at Boston University and the founder and president
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As you transition into retirement, it’s a good idea to adopt strategies that help protect you from significant financial losses in your later years due to mistakes, financial exploitation from unethical friends and relatives, and fraud.  The recently released “Thinking Ahead Roadmap” helps you select a financial advocate who can assist you in managing your money
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You can stumble across some interesting things on the internet. I recently encountered a Twitter thread related to the OECD’s pillar 1 proposal, which provided thoughtful insights that are worth sharing. The thread examined how pillar 1 would affect various nations in terms of net revenue gains or losses. That’s no trivial matter. The OECD project envisions billions of dollars in
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