A trustee’s duties may require expertise in collecting estate assets, filing tax returns, managing investments and interacting with trust beneficiaries. Determining whom to appoint as trustee is an important decision.

Studies show the lion’s share of a portfolio’s performance is due to its asset allocation. Accordingly, many investors keep a watchful eye on their mix of stocks, bonds, real estate and cash. But few investors pay much attention to asset location. Doing so, however, can help reduce their tax bill

In the 1960’s, Professor Eugene Fama of the University of Chicago coined the term “efficient market” to describe a world in which no investor can consistently beat the market without taking greater risk. Today, he’s a Nobel Prize-winner.

Many investors assume actively managed bond funds outperform bond index funds when interest rates rise. On the contrary, the majority of active funds fail to beat their benchmarks in such rate environments.

What could you do with an extra $350,000?