Advising Clients on Social Security: Talking Points, Part 5
This fifth and final installment will discuss Social Security provisions relating to Public Employees along with the taxation of Social Security benefits.
Advising Clients on Social Security: Talking Points, Part 4
In this installment, we are going to discuss a few lighter topics: Do Over, Voluntary Suspension, Family Maximum and Filing for Benefits.
Closed-End Funds: Democratizing Alternative Investment Strategies
Unique structure and stable asset levels allow CEFs to invest in nontraditional, less liquid assets.
Ackman's Investors Won't Get Their Yachts
Channeling Fred Schwed Jr., there’s at least one more question hanging over Bill Ackman's Valeant debacle.
Thou Shalt Not Buy Biblically Responsible ETFs
The companies CWM will not invest in do not reflect “biblical values.” Where the TF provider goes a step further is its stance on what it called “the LGBT lifestyle.”
Advising Clients on Social Security: Talking Points, Part 3
This installment introduces more advanced Social Security topics like Restricted Application, and coordinating spousal benefits and the “Three-Legged Stool.”
Advising Clients on Social Security: Talking Points, Part 2
This installment will discuss more advanced topics, like explaining Social Security retirement income eligibility, and COLAs.
Advising Clients on Social Security: Talking Points, Part 1
This five-part series will explain the talking points that advisors need to share when meeting with clients to discuss Social Security benefits and provide assistance.
Is College Debt Advisors’ Next Black Swan?
Advisor's clients tend to be college graduates. College graduates have too much loan debt to adequately save. See the problem?
Active Managers’ Struggle to Maintain Assets
Active managers are fighting to stem the tide of outflows, mobilizing resources to make the case for continued relevance.