Saturday, October 23, 2021

Money

Failing: Advisors’ Approach to College Planning

A paradigm shift is needed for paying for college, says this advisor. (By Beth V. Walker)

Not Your Typical Dividend Fund

Guinness Atkinson's active dividend ETF deserves more attention than it’s getting.

The Biggest Mistake Investors Made Over the Last Decade

It was getting out of high-yield bonds, says this Northern Trust manager, who makes a case for them now.

Top 10 Best Places to Retire Includes Lots of Florida Locales

U.S. News & World Report’s annual ranking of best places to retire shows the continuing allure of the Sunshine State.

More Investors Want Advisors to Screen for ‘Chemical Footprints’

Older investors using assets to fight toxic chemical pollution can help work toward a healthier society — and build a bridge with younger generations.

New Annuity Lets RIAs Manage Investments

They can wrap client brokerage accounts, traditional IRAs and Roth IRAs with the lifetime income protection that it offers.

Wait, What’s the Definition of ‘Child?’

Legislators in Washington are looking to redefine the word “child” to make more people eligible for advance child tax credits. (By John Gehri)

Americans 65+ Get Slammed Financially During COVID-19

Americans 65+ have been facing greater economic hardship and health care disruption than people their age in 10 other wealthy nations.

Which Equity Sectors Can Combat Higher Inflation?

Stock prices can turn ugly if the economy overheats and inflation rises too high, says this investment strategist.

Strategies for Lowering Retirement-Account RMDs

Starting in 2022, the IRS is making changes that will lower RMDs. You may be able to do even more to reduce them for clients. (By Scott Stratton)

Latest News

Top 10 Best Places to Retire Includes Lots of Florida Locales

U.S. News & World Report’s annual ranking of best places to retire shows the continuing allure of the Sunshine State.

New FPA Group Wants To Improve Profession for Those with Neurological Differences

Advisor Andrew Komarow will lead the effort to better serve advisors and clients with autism, ADHD, dyslexia, dyscalculia, dyspraxia and Tourette Syndrome.

New Annuity Lets RIAs Manage Investments

They can wrap client brokerage accounts, traditional IRAs and Roth IRAs with the lifetime income protection that it offers.

Campaign Demands Release of Renowned Artist From ’Abusive’ Guardianship

The guardianship has forced Peter Max, 84, into isolation and depleted his earnings by more than $16 million.