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Equities
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Fixed Income
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Giving
Insurance
Annuities
Medicare/Social Security
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Money
With Inflation This High, Nobody Knows What a Dollar Is Worth
Money illusion, the widespread inability to recognize what money is really worth, can lead individuals to wrong conclusions and bad decisions.
When Navigating Windfalls Is a Rocky Road
Advisors say taking it slow, educating clients and developing a strategy can ease the impact of client anxiety and exuberance.
Only One State Left Where You Can’t Pump Your Own Gas
Its self-service ban, in effect since 1949, has a colorful history: It was born of a thuggish, Sopranosesque effort to thwart competition.
The Nobel Prize-Winning Professor Who Liked to Collaborate With His Adversaries
We know that money really does buy happiness, more or less, for most people, thanks to the latest and perhaps final work of Daniel Kahneman.
Minimum Wage of $20 an Hour Nears in California
The minimum wage is jumping to $20 an hour for most fast-food workers in California, making the rate the second-highest in the country.
Guiding Clients in an Increasingly Turbulent World
Natixis execs discuss client pain points that financial advisors must address and offer suggestions on how to reframe conversations.
Taking Stock: Advising Clients on Equity Compensation
Even if they get the financial and tax reasons for diversification, emotional ties to their business may fuel resistance. (By Kimberly Foss)
Generosity Can Undercut Parents’ Financial Well-being
Some parents like being the “family hero,” but advisors warn about the unintended consequences of pampering adult children.
Why Are Americans Wary of the Economy? Look at Nevada
Much of the unhappiness in Nevada, as in the rest of the country, centers on high costs for everyday items along with housing.
U.S. Debt on Pace to Top $54 Trillion Over Next 10 Years
Net interest costs will be larger as a share of the U.S. economy than at any time since the U.S. government started keeping records in 1940.
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Wealth Enhancement Group Acquires $809M Retirement Advice RIA
The partnership with The Retirement Group in San Diego brings the firm’s total client assets to more than $82.7 billion.
Yes, There Is a Best Day of the Week to Book Your Flight, Study Confirms
In general, early-in-the week bookings can save you the most money, but it depends on the airline, a survey of domestic flights finds.
Rent Increases Vastly Outstrip Wage Growth in These Markets
A new Zillow analysis shows U.S. rents have surged in most markets over the last five years — but a couple cities are clear leaders.
Oklahoma Financial Advisor Duo Managing $200M Joins Raymond James
The husband-and-wife team of Mike and Shaley Sikes of Edmond, Okla.., previously was affiliated with Edward Jones.
Demand for Advisor Services Soars, Annual Industry Survey Reveals
The ranks of financial advisors surpassed 1 million in 2023, according to the Investment Adviser Industry Snapshot.
Washington State’s LTC Program May Get Nixed
In November, the state will vote on making the program tax voluntary, which would make the program financially unworkable.
IRS Accepting Applications for Tax Preparation Program Grants
Participating organizations provide free tax counseling to seniors and underserved communities.