Videos

00:01:30

Housing Prices Rising Fastest in These 5 Cities

A new report shows home prices have been rising fastest in these five cities.
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.

Latest News

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Losing a Spouse Hits Most Women Hard Financially: Thrivent

Many widowed women had no financial conversations or plans in place before their spouse died, Thrivent's new survey finds.

Schwab Survey Finds Increased Opportunities for Advisors

Americans are most likely to seek financial guidance from an advisor, and three-quarters avoid social media influencers, the survey reveals.

The Sky’s the Limit for CEO Pay

Companies now must disclose how much CEO stock holdings increase when the market rises.

Advisors Boost Allocation to Private Markets as Client Interest Grows

Over half the investment advisors surveyed by Hamilton Lane plan to allocate 10%+ of clients’ portfolios to private markets this year.

Virginia Leads in Personal income, West Virginia is Last: WalletHub

A new WalletHub report lets you see how your state ranks in personal income for the top 5%, bottom 20%, and total population.

FPA: Financial Planners Still Prefer ETFs in Client Portfolios

The FPA and Journal of Financial Planning's annual trends survey also finds advisors are bullish on the economy, but only in the short term.

Garrett Planning Network Embraces Future Under New Ownership

A member-owned organization will build upon the advice-only planning services model pioneered by network founder Shery Garrett.