Scary Retirement Study: Health Care Will Eat Up Social Security Benefits
HealthView’s annual report says couples who are 55 will need to start stashing $1,200 a month just for health care.
United Capital’s Duran: Wealth Management Is Dead. Long Live Life Management!
Wall Street is out of step with the public in promising to make people rich—when their real goal is to have rich lives.
5 Clients Are Better Than 500, Says One Advisor
Perfect Client founder Anthony Lombardi updates ThinkAdvisor on his client-shrinking, profit-maximizing relationship approach.
50 Ways for States to Tax Residents
Which states have the lightest tax burden? The answer isn't as straightforward as it seems.
PIMCO Sees Year of Higher Growth, but Fed Rate Hike May Roil Markets
Global monetary easing, lower oil prices and move away from austerity are all net positives, the investment firm argues.
Robo-Advisor Offers Your Clients a Free Second Opinion
SigFig’s algorithms will spotlight advisor "mistakes," including the use of funds costing as little as 50 basis points.
Schwab Cooks Up Smart Beta Hybrid
Charles Schwab's John Sturiale explains the investment merits of a first-of-its kind combo of cap-weighted and fundamental indexing strategies.
The Buffett Approach to Taxes
Tocqueville Asset Management’s Sicart warns that hiding from the taxman is futile — but postponing taxes, as Berkshire Hathaway does, is profitable.
What’s Keeping Investors Up at Night?
USAA's John Jares explains the return of volatility to a market that has placidly delivered high average returns for six consecutive years.
Rubio-Lee Tax Plan Gets Thumbs Up From Tax Foundation
While a New York Times editorial dubbed the plan the Puppies and Rainbows Tax Plan, the foundation says it would boost long-term growth dramatically.