Advisors Call Out Needless Complexity in New Clients' Portfolios
By Dinah Wisenberg BrinAdvisors like Rick Ferri say new clients come to them with too many securities and needlessly risky investments.
February 13, 2023
How Taxation of Life Settlement Proceeds Works NowThe size of the tax bill depends partly on the health status of the client.
February 10, 2023
Bond Ladders vs. Bond Funds: Which Are Best for Portfolios?Both options are popular ways to add bonds to a portfolio, but what are their pros and cons?
February 10, 2023
Debate: Should Capital Gains Be Subject to Social Security Taxes?Our tax experts discuss a proposal to impose Social Security payroll taxes on capital gains for the wealthy.
February 10, 2023
Advisor Texting, DOL Fiduciary Rule Are Hot-Button Issues This YearLabor will likely release a fiduciary rule before summer ends, attorney Sara Crovitz tells ThinkAdvisor.
February 10, 2023
Waning Inflation May Lead to Market Rally: Invesco DirectorFading inflation should cap long bond yields, which would support U.S. stock valuations, says Ben Gutteridge.
February 10, 2023
10 NFL Players Who Tackled InvestingSome NFL stars have become venture capitalists; others followed tight budgets despite lucrative contracts.
February 10, 2023
Senators Introduce Bipartisan Alzheimer's Project Reauthorization BillThe bill would add no long-term care finance provisions.