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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.
Medicare/Social Security

Medicare’s Push To Improve Chronic Care Attracts Businesses, but Not Many Doctors

Two-thirds of Medicare enrollees have two or more chronic conditions, qualifying them for a care-managing program, but only 4% participate.
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.

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FTC Issues Ban on Worker Noncompete Clauses

The Federal Trade Commission says employers can no longer, in most cases, stop their employees from going to work for rival companies.

Inspire Investing’s newest faith-based ETF surpasses $100M AUM in 11 days

The new Inspire 500 ETF offers access to U.S. large cap, “biblically screened companies” at the lowest price point available.

Biden Rule Grants Overtime Pay to 4 Million Workers

The new Biden rule goes even further to extend overtime pay than an Obama-era rule that was struck down in court.

Retirement Advisors Must Act as Fiduciaries Under Final DOL Rule

Starting Sept. 23, investment professionals who offer services as trusted advisers will be required to act as fiduciaries.

Two Advisory Teams Join Cresset Capital Management in San Francisco

The teams previously managed approximately $5 billion in assets at J.P. Morgan, and before that at First Republic Bank.

Wells Fargo Bond Saleswoman Sues Over ‘Unapologetically Sexist’ Workplace

She said she was told that her mostly male group thought of her as a mere "second income" for her husband.

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