Despite the January rally, Jeffrey Gundlach believes we’re in a bear market. He also thinks stocks may go negative again in 2019. Yun Li reports on his recent remarks to investors. If you’re feeling the need to disinherit an heir, there are many factors to consider. Stanley Teitelbaum and Martin Shenkman offer a variety of ways to either deny or leave assets to your heirs disparately. Is permanent life insurance a bad deal? Peter Lazaroff delves into the reasons to avoid a permanent policy.
Jeffrey Gundlach Says The Market Was And Still Is In A Bear Market — The founder of Doubleline Capital made this remark yesterday in an investor webcast. He warned that stocks could go negative again in 2019.The market dipped into bear market territory on Christmas Eve when it fell 20 percent from its 52-week high. Stocks have since staged a strong comeback from the massive December sell-off with the S&P 500 gaining nearly 19 percent from Christmas Eve low and more than 11 percent year to date. Read more…
Disinheriting An Heir — Disinheritance creates complicated issues for many families. There are myriad ways to leave assets to heirs, though, and many different ways that clients approach disparate distribution schemes. Read more…
The Case Against Permanent Life Insurance –Nearly everyone needs life insurance, but it’s easy to end up with a bad policy. Peter Lazaroff discusses permanent life insurance which provides protection for your entire life as long as you continue paying the premium and the insurer remains solvent. Most people who end up with a permanent life-insurance policy probably are spending more money than they should for more insurance than they need. Read more…
John R. Day, Bill Ennis, Stephanie Hall, and Matt Heller