Savings Plan Key to Retirement Confidence
Americans' confidence in their ability to retire comfortably is growing, but some of that confidence may be misplaced, according to EBRI.
Late-Night Social Security Votes Have Major Political Ramifications
Three recent Senate votes related to Social Security benefits may hold clues to how candidates will line up on the issue in the presidential campaigns.
Come April, if not earlier, taxes occupy a huge space in your clients’ brains. If you’re providing tax advice, taxes are taking up valuable real estate in your brain, too, if they haven't taken over entirely.
Tax Loss Harvesting: Beware of Unrealistic Expectations
Once an end-of-year tradition, tax loss harvesting can now be done year-round, and more efficiently. Beware of unrealistic expectations, however, especially from robo-advisors.
Top 9 Investor Threats for 2015: NASAA
State regulators are seeing classic threats to investors “morph into new or altered dangers, many fueled by the Internet,” says NASAA’s president.
Parliamentary Elections Underscore Challenges for EU
The worst of the European financial crisis may be over but results of the recent European parliamentary elections suggest the EU still has many challenges to contend with going forward.
Identifying, and Protecting, the Prime Targets of Identity Theft
Wealthy individuals are in the bull’s-eye when it comes to identity theft. Here are some best practices for reducing the risk to your HNW clients.
How Indexing Distorts Investment Reality
Index funds’ growth brings investing into uncharted territory.
Are Brokers Greedy Scumbags?
Despite bad press and widespread bias, FINRA statistics tell a much different story about the behavior of most financial advisors, recruiter Jon Henschen says.
Top 10 Wall Street Crooks: Insider Trading
Using confidential information to make a mint is nothing new. Here are 10 that carried on that fine Wall Street tradition.