Videos

00:01:58

Biden Vows To Raise Taxes on Rich

In his State of the Union address, U.S. President Joe Biden vowed to raise taxes on big companies and the super-rich.
00:02:09

Help Clients Understand Tax Deferral

This client-friendly video explains the benefits of tax deferral, and describes the differences between a tax-deferred investment and one that is taxed each year. Sponsored...
00:00:40

Jimmy Lee: ‘The Biggest Sucker Bet’

Jimmy Lee, CEO of multibillion RIA/B-D Wealth Consulting Group in Las Vegas, says these investors have made the biggest sucker bet this year.
00:01:21

UBS Wealth Manager Cautions On Big Tech

Kleo Curry, vice president of Wealth Management at UBS Financial Services, says she's 'cautious' on positioning too heavily in Big Tech. 

Saying the Right Thing in Down Markets

Here’s how advisors are easing clients’ fears and using video to efficiently spread these messages. (By Laura Garfield)
00:02:43

4 Reasons to Invest in Private Commercial Real Estate

John Norris, Director of Private Wealth for CrowdStreet Advisors, explains several ways CRE may potentially strengthen portfolios.
00:02:44

Why Are Fixed Annuities Breaking Sales Records?

Fixed annuities keep breaking sales records. A new MassMutual study sheds light on the topic. (Sponsored)
00:01:19

60/40 Portfolio: Perfect Storm for Retirees, Part 3

Other strategies may prove better for retirees than a 60/40 portfolio.
00:01:38

60/40 Portfolio: Perfect Storm for Retirees, Part 2

The 60/40 portfolio failed retirees in 2022, especially those who recently retired.
00:02:11

60/40 Portfolio: Perfect Storm for Retirees, Part 1

Help retirees avoid sequence-of-returns risk by thinking beyond the 60/40 portfolio.

Latest News

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SEC Charges Investment Advisors for Overstating Use of AI

The two firms will pay $400,000 in total civil penalties for false marketing and the SEC is on the lookout for more offenders.

JPMorgan Fined $348 Million for Lapses in Trade Monitoring

The bank had failed to account for “billions of instances of trading activity” on as many as 30 different platforms, regulators said.

Top-Heavy Market Doesn’t Mean Steep Correction. Here’s Why

It's been 100 years since the market has been this top heavy, giving rise to understandable fears. History suggest those fears are overdone.

Judge: Minority-Business Agency Can’t Consider Race

A federal judge in Texas has barred a government agency from using race to reject entrepreneurs looking for assistance.

IRS Alert: Weight-Loss Food Is Typically Not a Medical Expense

Companies are falsely claiming that FSAs and HSAs cover or reimburse general health and wellness expenses.

Annuities Continue March Upward

Annuities saw an impressive boom in 2023, with sales reaching a new all-time high, LIMRA announced.

Financial Discipline Among Americans Sliding, Study Shows

People are doing less planning and feeling more financially insecure, Northwestern Mutual's latest research finds.