Does Your Client Need an Annuity? Here's a Formula to Help Decide
By Ginger SzalaMorningstar's Amy Arnott outlined the math advisors can use help to clients decide whether to buy an annuity.
April 04, 2022
Stocks Look Like the Least-Bad Option in a World Full of RiskBut the wall of worry that stocks have to climb is getting higher and higher due to rampant inflation and other factors.
March 31, 2022
1035 Exchange Rules: An OverviewA 1035 exchange can let investors defer paying capital gains and other taxes, but you must understand the rules.
March 29, 2022
Stock Surge Is a Bear-Market Trap With Curve Inverted, BofA Warns"The worsening macro backdrop and market-unfriendly Fed make sustained U.S. equity gains unlikely," the strategists said.
March 29, 2022
When Should Your Client Claim Social Security? 7 Questions to AskWaiting longer means a bigger benefit, but this isn't the optimal answer for every client.
March 28, 2022
Biden Adds New Tax on Wealthy to $5.8T BudgetThe plan calls for a minimum 20% tax rate on income, unrealized capital gains of those worth $100 million as part of $2.5 trillion in tax hikes.
March 16, 2022
How to Craft 'Super Roths' for Wealthy ClientsThere's an attractive niche for advisors who use sophisticated life insurance strategies to manage wealth across generations.
March 15, 2022
What Inflation Really Means for Retirement PortfoliosInvestors may need to make tough decisions to counteract the effects of inflation, Manulife Investment Management executives say.