Slott, Pfau: When and How to Use Annuities, Life Insurance in Client Plans
By Ginger SzalaEd Slott discusses using life insurance to reduce RMDs; Wade Pfau talks about annuities for asset accumulation.
February 07, 2022
Medicare Advantage Continues to Sizzle: All Web Leads' Bill DanielA lead generator looks at what's making the shoppers click.
February 03, 2022
Advisor Tells What 2 NFL Players' Financial Plans Really Look LikeAdvisor Jake Stoneburner, a retired NFL player himself, takes ThinkAdvisor through his planning for Garrett Griffin and retired player Jake Ballard.
February 02, 2022
This Top-Ranked Advisor Has Never Been Fired by a Widowed ClientThe fastest way to alienate widows is to rush into portfolio discussions, Spuds Powell, ranked No. 1 by Barron's and Forbes, tells ThinkAdvisor.
January 24, 2022
Get Ready for 'Sticky' Inflation, a Top Investing Consultant WarnsMaria Fiorini Ramirez gives ThinkAdvisor her economic forecast for the year and discusses why she thinks stocks will rise 15%.
January 24, 2022
Morgan Stanley's Slimmon Warns Against Buying Growth-Stock DipHe also explains how the MSIF U.S. Core Portfolio fund he co-manages beat the S&P 500 with a 36% gain in 2021.
January 21, 2022
Creative Planning's Huge Step Into 401(k)sCEO Peter Mallouk tells ThinkAdvisor what's ahead for the 401(k) participants now serviced by his firm and why he does so many deals.
January 14, 2022
A Few of John Buckingham's Favorite Stocks for 2022The ace stock picker shares some top picks with ThinkAdvisor within seven investment themes.