Bob Doll's 10 Predictions for 2026
By John ManganaroLast year's outlook proved too conservative, Doll writes. This year's theme: "high-risk bull market."
December 23, 2025
FAQ: How to Plan for Inherited IRAsThe accounts have undergone significant changes in recent years in large part due to the Secure Act.
December 23, 2025
10 Ways to Help Clients Through Rough MarketsWhen the stock market is volatile, clients want guidance.
December 23, 2025
How the 10 Biggest Active Funds Performed in 2025: MorningstarMarkets overcame worries about tariffs and an AI bubble, the researcher finds, while foreign equities performed well.
December 23, 2025
11 Books to Help You Start 2026 Off RightWhether your goal is learning about the world or self-improvement, there's a book to help you reach it.
December 23, 2025
15 of the Biggest Legal Dramas in Financial Services in 2025The year in lawsuits: Poaching, an estate battle, an advisor-client affair and some eyebrow-raising emails.
December 23, 2025
FAQ: How Roth Conversions Affect RMDs and Estate PlanningThis retirement planning strategy can reduce future taxes for the client — and their beneficiaries.
December 23, 2025
5 Reasons for Life Insurance Shoppers to Look Beyond PriceClients should know that there's more one factor to consider when assessing value.