7 Threats That Can Derail a Client’s Retirement
Beyond basic threats to retirement income like market risk and interest rate risk, here are seven issues that advisors often overlook.
Modified Endowment Contracts’ Role in Estate, Post-Retirement Planning
Don’t dismiss modified endowment contracts (MECs), despite their tax consequences, for the role they can play in estate and post-retirement health care planning.
Five Good Questions for Behavioral Finance Sage Terrance Odean
The behavioral finance expert shares his views on how money managers can do more for investors.
4 Ways to Protect Clients From Tax Refund ID Theft
The IRS has a backlog of nearly 650,000 unsolved identity theft cases, so for wealthy families and their advisors, preventive measures are especially important.
Hussman: Sell Your Stocks Now!
John Hussman warns that stock valuations are past their 2000 peak and that investors who don't sell now will ask, “What was I thinking?”
Fiduciary Danger Lurks in Vanguard, Fidelity and T. Rowe TDFs, Book Warns
New book by Ron Surz and others warns against following the crowd with funds that over-allocate to equities, putting millions of Americans’ retirement at risk.
Study Backs a Powerful Way to Manage Portfolio Risk
Diversification across multiple asset classes is one of the most effective risk management tools available to investors, according to Manning & Napier.
Risk Management for Homeowners Returning to the Coasts
If an affluent client wants to build a house in a flood zone, help them manage the risk before they build.
Why Are So Many Boomers Working Longer?
New research and old confirm that better educated workers are working into ages once considered “old.” But why? And are they crowding out younger workers?
4 Business-Friendly Options for Providing Clients With Health Care, LTC Services
Aging clients are challenging traditional advisory business models. Here’s how to better serve those clients while building a business that embraces technological and demographic developments.