More States Adopt Advisor CE Requirements
By Thomas D. GiachettiWhile many jurisdictions have adopted rules similar to the NASAA model rule, rules vary from state to state.
September 02, 2022
Wall Street Is in Denial Over the EconomyHere's why my earlier forecast of a 40% total drop in the S&P 500 from the early January peak is still relevant.
September 01, 2022
Republicans Need to Get Serious About Social SecurityThe taboo against questioning the program has discouraged serious thought about how to reform it.
September 01, 2022
Mood Swings and Investing DecisionsFinancial advisor and author Richard Baker looks at the role of client feelings in retirement planning.
August 31, 2022
Up Next at Supreme Court: How Much Tax Pain Should Expats Face?The U.S. is unique in the level of tax torment it imposes on citizens abroad. But the justices could show mercy.
August 30, 2022
5 Reasons Affluent Clients Might Need Long-Term Care InsurancePaying for care with their own assets could have steep tax and estate planning consequences.
August 29, 2022
Staying Diversified in a Jittery MarketA pullback in September would not be surprising. Here's where I'm investing now.
August 26, 2022
4 Ways to Prepare Young Advisors to Manage More WealthIt's time for advisory firms to be sure their advisors are ready for the next generation of clients.
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