The Long-Term Care Crisis and Life Settlements
A group of regulators has suggested using life settlements to pay for care.
Sick of Slow Wage Growth? Here's Who to Blame
The author contends that the slump is the result of forces that here to stay.
IRA Rollover Traps Lurk Under DOL Fiduciary Rule
Advisors must proceed with caution when discussing a client’s existing retirement assets to comply with the rule or avoid its application entirely.
Retiree Portfolios in the New Normal: The Envelopes Strategy, Pt. 2
Clients will need to undertake a paradigm shift in thinking, redesigning their portfolios to produce predictable income in the “new normal.”
How to Compromise on Universal Health Care
The author contends that expanding access to affordable catastrophic coverage should be a bipartisan goal.
What a Long, Strange Trip
An old Grateful Dead song provides an appropriate synopsis of the market environment in which U.S. investors find themselves today.
What Happens in Washington Matters to Markets
Whether the government pursues health care reform or economic growth first has major implications for investors.
Brace Your Baby Boomer Clients
They’d better be prepared to think hard about assets they can liquidate.
More Obamacare Insurers Are Heading for the Exits
The author objects to the idea of tying insurer's Medicaid contract eligibility to exchange plan participation.
Why NAIFA Needs to Update Its Bylaws
The leaders of the advisor group explain the thinking behind a package of proposed changes.