Carolyn McClanahan: 7 Health Care Benefits for Your Clients in American Rescue Plan
By Jeff BermanThe CFP and physician tells ThinkAdvisor how the stimulus package makes health insurance cheaper and could even help clients retire earlier.
March 18, 2021
How the Rising RMD Age Could Affect Your ClientsOne group of retirees is particularly likely to change behavior as the RMD age rises, a study found.
March 15, 2021
Human Capital: SEC's Lee Zeroes in on SPACsWelcome back to Human Capital. I'm Melanie Waddell, ThinkAdvisor's Washington Bureau Chief. This week's hot topic was SPACs — special purpose acquisition…
March 12, 2021
How Low-Volatility Stocks Can Enhance a 60/40 Retirement PortfolioA "quality low-volatility" strategy may be especially useful for clients who want to boost returns without increasing their equity allocation.
March 09, 2021
Is a 4% Withdrawal Rate 'Just Right'? It Depends.Morningstar's Amy Arnott and Maciej Kowara ran a simulation to see how the 4% rule stands up to current market return expectations.
February 25, 2021
Reddit GameStop Squeeze Is a Game ChangerOne outcome of the GameStop incident could be the SEC moving to a T+1 settlement date for securities transactions.
February 25, 2021
What if Walmart Launches a Robo-Advisor?The fact that wealth management is a highly regulated industry may protect it from this threat for now, but likely not forever.
February 24, 2021
Estate Tax Changes Under Biden: Strategies for Affluent vs. Wealthy ClientsClients of different wealth levels have different goals, so positioning them for possible tax changes calls for different strategies.