How to Help Clients Duck the 'SALT Torpedo'
By John ManganaroMore affluent households can be unknowingly exposed to what planners call the state and local tax deduction trap.
January 21, 2026
What Taylor Swift Had That MC Hammer Didn't: Good Financial AdviceAdvisor Drew Boyer talks ThinkAdvisor through several famous musicians' major financial mistakes — and a few successes.
January 21, 2026
How Ultra-Wealthy Clients Test Their AdvisorsTop-ranked advisor Spuds Powell tells ThinkAdvisor how his most demanding clients have pushed him to raise his game.
January 15, 2026
One Strategy for All Net-Worth Levels? It Can Be Done, Exec SaysNew technology and new ways of thinking let advisors do more for more people, Libretto's Jeff Coyle says.
January 12, 2026
To Navigate Volatility, Find the Signal in the NoisePortfolios benefit by sticking to fundamentals while responding to risk, according to Alexandra Wilson-Elizondo of Goldman Sachs.
January 08, 2026
Why Some Wealthy Households Face a Tax Hike in 2026While the 2025 megabill cut rates for most, one group in particular could pay more, analyst Jeff Bush says.
December 23, 2025
At Elevation Point, Laying the Foundation for AI GrowthThe recent partnership with Milemarker is a harbinger of what’s to come, execs Jud Mackrill and Jim Dickson say.
December 16, 2025
What It Takes to Wow Ultra-Wealthy ClientsMorgan Stanley’s Valerie Wong Fountain oversees a curated platform of more than 100 specialty UHNW service providers.