Soothing the Retirement Fears of Middle-Class Millionaires
By Jane Wollman RusoffCarol Petrov of Kendall Capital tells ThinkAdvisor how tax changes have hit her clients and how she found her way in the advisory business as a single mother.
December 03, 2020
Harry Dent: Market Crash Coming in 2-3 Years; Economy 'Already Dead'And another round of stimulus won't revive it, the "Contrarian's Contrarian" tells ThinkAdvisor.
November 29, 2020
5 Investment Ideas to Keep, 5 to Trash: Gary N. SmithThe author describes the research that proves several theories about stocks and that debunks a few other notions, including one tied to Trump's tweets.
November 28, 2020
Why Advisors Must 'Tailor' Client Talks on Annuities, Longevity in the Pandemic: Milevsky"Annuities are insurance against longevity, and that is an uncertainty that's greater now," says the retirement income expert.
November 24, 2020
Why a Silicon Valley Advisor Became an RIAThere's a big difference between broker-dealer and RIA expenses, as one advisor with $100 million in assets and UHNW clients discovered.
November 23, 2020
What's Ahead for Trump, the Market and More: ValliereThe Washington insider's sources say there's "a decent chance" Biden and McConnell could reach a deal on a modest stimulus bill next month.
November 23, 2020
How Advisor Shifts Gears Between Car Racing and Wealth ManagementUBS advisor Chris Aitken says, to his surprise, clients are asking: "When can I come to a race and watch you?"
November 21, 2020
Ed Slott on RMDs, Backdoor Roths and the Death of the Stretch IRAThe IRA and tax expert talks to ThinkAdvisor about how changing tax rules have shaken up retirement planning in the past few years.