Why the 60-40 Portfolio Might Be the Comeback Kid in 2026
By Chris FascianoGiven the current climate for stocks and bonds, as well as global uncertainty, its potential deserves revisiting.
January 05, 2026
Debate: Should Medicare's Eligibility Age Be Raised to 67?The Republican Study Committee proposal more closely aligns with the eligibility rules governing Social Security claiming.
January 05, 2026
Are Passive Funds Getting Dangerous?As ever-increasing flows to cap-weighted index funds push a few stocks sky-high, investors risk steep losses.
January 02, 2026
What the New Roth Catch-Up Mandate Means for 2026 Tax PlanningHigh-income taxpayers could find that their taxes will jump because of a lost tax deduction.
December 23, 2025
Exceptions to the Year-End RMD DeadlineOne example: Clients who turned 73 in 2025 have until April 15 to take their first distribution.
December 17, 2025
How to Survive Wealth Management's Most Disruptive DecadeWhat's coming in the next 10 years isn't evolution. It's a flip of the script.
December 17, 2025
How RIAs Can Avoid the Hidden Costs of PersonalizationEach client request seems small in isolation, but together, ad hoc solutions take a growing toll on operations.
December 12, 2025
How Advisors' Biases Can Cloud Social Security Claiming AdviceDerek Tharp's framework for early claiming of benefits has two critical flaws.