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Either Stocks or Bonds Are Wrong

Real yields are too high or equity valuations are above fair value. Either way, the least fit businesses will fail and cede revenue and profit to the most fit.
Sponsored Content

Outsourcing Investment Management to Elevate Your Business

Outsourcing investment management may help you save time. Ask yourself these questions to determine if it's a good move for you.
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Financial Side of Divorce is Conference’s Focus

The Institute for Divorce Financial Analysts (IDFA) will hold its annual national conference for financial professionals in early May in Nashville.
Lifestyle

I’ve Become a Southeast Asian Snowbird

Countries like Vietnam, Cambodia and Laos offer unrivaled sights, amenities and adventures for the older traveler. (By Deborah L. Jacobs)
Annuities

Annuities Can Fill Retirement Income Gap

Annuities aren’t for everyone, but research shows advisors underestimate client interest in guaranteed lifetime income.
Insurance

Nearly 1 in 4 Adults Dumped From Medicaid Are Now Uninsured

Another 28% who lost their coverage found other insurance, some of them through Medicare, according to the same new KFF study.
Longevity

A Message for Advisors Who Still Undervalue Women

Men can also learn from Maddy Dychtwald’s new book “Ageless Aging: A Woman’s Guide to Increasing Healthspan, Brainspan, and Lifespan."
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Parents of ‘Boomerang’ Children Need Guidance

An adult child’s return to the parental home can be stressful for everyone, but an advisor can facilitate success and normalcy. (By Bryce Sanders)
Caregiving

Only-Child Advisor Navigates Solo Caregiving Challenges

At 60, he helps his 90-year-old mother. More only children means more clients will face such challenges. Here are 4 ways to prepare them.
Equities

Direct Indexing: Five Questions to Ask

Direct indexing isn’t for all clients, but when it fits, it can add value and the after-tax benefits can be significant.
Medicare/Social Security

Biden Is Right About $35 Insulin Cap but Exaggerates Prior Costs for Medicare Enrollees

Patients with private insurance or Medicare paid an average $63 a month for insulin, research shows, not $400 a month as the president claims.
Estate Planning

Probate is a Four-Letter Word

People seem to fear probate more than death, Teaching clients the basics can reduce their anxiety and poor outcomes. (By Seth Bier)

Latest News

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Which Cities Have the Longest and Shortest Commutes?

Taking the car is faster and more expensive than using public transit, the Coast study of 100 U.S. metro areas confirms.

Former Army Financial Counselor Guilty of Defrauding Service-Member Survivors

He manipulated members of at least two dozen Gold Star families into transferring $9.9 million of benefits into accounts he controlled.

What’s Up with U.S. Energy Shares?

U.S. energy shares have soared this year, roughly double the amount of the broader S&P 500 index. Here's why.

Thera Elliott joins Raymond James Financial Services

The Boca Raton-based independent advisor switches from Wells Fargo, where she managed $105M in client assets.

Schwab AUM Fees Up, Profit Down

Schwab had a difficult 2023, the most challenging year for the company since the internet bubble burst in 2000, according to CEO Walter Bettinger.

Vermont Seeks to Mandate Workplace Retirement Plans

Vermont is looking to partner with Colorado to jumpstart its new auto-IRA program for private-sector workers.

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