5 Basic Finance Lessons Many Clients (and Some Advisors) Forgot This Year
By John ManganaroMichael Finke and David Blanchett dig into the lessons offered up by the "spectacular decline" in the value of cryptocurrencies.
November 23, 2022
What Taylor Swift Reveals About the EconomySkyrocketing demand, limited supply, price gouging, monopoly accusations and fans willing to pay almost anything. Welcome to Swiftonomics.
November 21, 2022
Waiting to Claim Social Security Can Boost Income by 10.4%: StudyNew analysis finds "virtually all" workers ages 45 to 62 could benefit from waiting to collect the benefit.
November 21, 2022
4 Bond Moves to Consider Making NowDespite an inverting yield curve, steps like looking at higher yields and extending bond portfolio duration may be worthwhile for advisors and their clients.
November 17, 2022
U.S. Annuity Sales Could Reach All-Time High: CerulliThe rate environment, coupled with difficult market conditions, has led many advisors and their clients to consider annuities.
November 16, 2022
5 Views on What's Next for InflationThough higher rates of inflation will likely persist well into next year, experts believe the peak is near.
November 16, 2022
4 Retirement Tax Challenges to Consider During an Economic DownturnRocky markets hurt nearly and newly retired investors, but they also deliver key tax planning opportunities.
November 15, 2022
Delaying Taxes in Retirement Isn't Always Best, Award-Winning Paper ShowsA new paper examines how bucking the conventional wisdom on withdrawals can make retirement portfolios last longer.