Sometimes it takes celebrities like Whitney Houston or James Gandolfini, to show how poor estate planning can be costly and disruptive in so many ways. Philip Seymour Hoffman’s untimely death on February 2, 2014 ended a great film career and we mourn for both the man and the future film-going pleasure we will all now be denied.
You’ve saved money all your life. Or, maybe you sold your business after investing years of hard work. You’ve chosen the smart path and have a comfortable nest egg as you set sail into retirement.
However, always be on guard! Criminals seek to trick you into willingly handing over your hard-earned savings.
We hope we have your attention.
In our last message, we launched our five-part series exploring the ongoing viability of the value premium. After enduring approximately a decade of disappointing U.S. value stock returns, even disciplined investors may be wondering whether this factor will continue to deliver its expected premium in the future.