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True Wealth Design blog and news

Volatility is Back

  Professional investors know something that most people find impossible to believe: that the threat of scary ups and downs in the markets is by far the best friend of the long-term investor.  Why?  Because over the long term, stocks … Continue reading

Making the Most of Your Pension: Lump Sum or Annuity?

While traditional, defined-benefit pension plans are going away, many baby-boomer pensioners are still confronted with the complex decision of how best to take their pension. Some plans may even offer the choice of a lump sum in lieu of a … Continue reading

Corporate Tax Inversions & Impact on U.S. Investors

Shifting profits abroad is nothing more than business as usual for large American companies and much confusion exists as to the impact on U.S. investors. So-called tax “inversions” hit the mainstream news media when U.S. medical device manufacturer Medtronic bought … Continue reading

Akron Area Ponzi Scheme & Transparency in Mutual Funds

A recently publicized Akron-area Ponzi scheme took in nearly $21 million from 47 people, SEC lawsuit says. A fake company was established that was marketed to investors as a business that buys and sells oil and refined fuel products. Investors … Continue reading