Wenk, Ritholtz, Others Reveal What Drives Their Own Investing
By Jane Wollman RusoffA key theme is that money can grow, but "time is going in only one direction," author Brian Portnoy says.
October 20, 2026
Ex-JPMorgan Advisors Launch $18.6B Independent FirmPhil Scott and Jim Atwood co-founded Latigo Peak Partners, which serves UHNW individuals and families.
October 20, 2026
The Medicare Surcharge Many Clients Can Appeal, and Don'tFor clients whose life just changed, a two-year-old tax return is not a reasonable stand-in for the present.
October 20, 2026
12 Metro Areas Where Paychecks Go the FurthestHere's where the typical worker can devote 35% or more of their income to retirement savings and fun, according to SmartAsset.
October 20, 2026
IRS Proposes Tighter ACA Health Premium Tax Credit RulesOne section could affect clients who bring relatives to the United States from other countries.
October 19, 2026
Senate Democrats Seek Universal Home Care Benefits ProposalsLawmakers are suggesting that the new system could get ideas from an existing public program.
October 19, 2026
5 Ways to Help Clients Avoid RMD ConfusionMany retirees withdraw only the minimum because they misunderstand the purpose of RMDs, research finds.
October 19, 2026
6 Big Retirement Decisions Every Client Must MakeAge 50 is the time to start the planning process, advisor Daniel Goldie says.