What Do Millennials Really Want?
They're out there looking for a suitable path through a challenging, confusing world.
Single-Payer Mania Is Helping Republicans
The author asserts that Democrats can also be foolish.
New HUD Reverse Mortgage Rules Change the Game for Borrowers
HUD recently implemented new rules that may make a reverse mortgage line of credit substantially less attractive to many seniors.
Fee-Based Annuities and the Fiduciary Rule: One Size Doesn’t Fit All
Fee-based annuities are the product for advisors who wish to continue to sell variable and fixed indexed annuity products under the rule.
5 Things to Know About Valuing Annuities and Other Client Assets
Determining how much any given asset is worth, and when, may be complicated.
Trump Tax Cuts and Tax-Free Retirement Planning
Here’s one wrinkle: any changes made through budget reconciliation would expire in year 11.
For Wells Fargo, the Heat Just Got Turned Up
Someday, Wells Fargo & Co. shareholders may have something to be cheerful about. That's not today.
Optimize Your Clients' Vision Coverage Value
Sure, it's a busy news day in Washington — but think about what's really important.
Understanding What Makes Vanguard So Successful
Low costs help, but that's only part of the explanation, Barry Ritholtz says.
Come On, Bondholders, Give Puerto Rico a Break
You took on risk. You lost. That's life. Now think of the victims of Hurricane Maria.