The Critical Importance of Asset Coordination in Retirement Planning
Failing to account for Social Security in the overall retirement portfolio is a major fiduciary fail, putting the client’s retirement and the advisor’s business at significant risk.
End the ChFC vs. CFP War: An Open Letter to American College CEO Bob Johnson
The American College should reposition itself to support the emerging need for deeper post-CFP specializations and niche educational programs for financial advisors.
Building the Modern-Day Stretch IRA: Proceed With Caution
The Supreme Court’s recent finding on non-spousal inherited IRAs has generated renewed interest in how to structure the IRA as a wealth transfer vehicle.
Using Monte Carlo for Inflation Assumptions in Financial Plans
How to use Monte Carlo simulation’s lognormal distribution tool to make inflation assumptions in a financial plan.
Ritholtz: The Easy-Money Stock Market Is Over
There's a palpable tension in the equity markets, Barry Ritholtz writes. So what is happening beneath the surface?
5 Critical Marketing Questions Financial Advisors Must Ask Themselves
Many advisors spin their wheels when it comes to creating engaging marketing material. Why? Because they aren’t asking the right questions.
5 ‘Whys’ for Commercial Real Estate Investing
Commercial real estate is a unique asset class that warrants consideration by investors given its many benefits.
How Financial Planning Saves Clients (and Advisors) From Themselves
How the evolving process of financial planning helps clients (and their advisors) avoid the worst self-inflicted wounds.
AIG Shareholders Still Want a Nicer Bailout
Why would anyone call Paulson, Geithner and Bernanke to testify on Delaware’s corporate governance standards for reverse stock splits? There's something else going on here.
Self-Directed Investments for Divorcing Clients: What Advisors Should Know
Many clients who receive retirement assets from an ex-spouse choose to invest them in a self-directed account. Here's how advisors can help manage those assets.