The Retirement Risk That the Models Miss
Consider the implications of “sequence of consumption” risk
Now You Can Get Married, Gay or Not. Here’s What You Gain — and Lose
Now that same-sex marriage is legal nationwide, gay couples, and anybody else thinking about marrying, also bear some often-overlooked costs and responsibilities.
Finance Has Caught On to Behavioral Economics
The next time some macroeconomist tells you that behavioral economics is passé, tell them that behavioral finance is alive and well.
6 Results if Supreme Court Kills Obamacare Subsidies
The Supreme Court is expected to make a ruling on the King v. Burwell case any day now.
What Do Tougher FINRA Suitability Standards Mean for You?
FINRA's new rules have elevated the importance of risk profiling and risk tolerance, which are often lost in the shuffle.
How to Dodge the New Medicare Surcharge Bullet
The new Medicare “Doc Fix” law will subject more retired clients to the highest Medicare premium rates, but planning techniques can minimize the impact.
Flight Risk: What to Look for in Drone Coverage
Drones frequently make headlines these days, but they may also play a role in your clients’ businesses, exposing them to unseen risks.
Advisors Still Favor Active Management, but Preferences Are Shifting: Practical Perspectives
Of the 40% of surveyed advisors who changed allocations, most did so by increasing their use of passively managed investments, Practical Perspectives found.
Combination Annuity-LTC Sales Soar
A new superstar long-term care product has emerged: annuity-LTC contracts that combine a tax-preferred retirement income with appealing LTC features.
Retirement Is Changing to—Working?
Americans are getting the picture that the three-legged stool of retirement income is just too wobbly, so they’re adding a fourth leg: work.