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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Bluespring Wealth Partners Acquires Scottsdale, Ariz., firm

Led by husband and wife Kevin and Carrie Dick, KDI Wealth Management oversees $750M in client assets and is rated in the top 10 in state by Forbes.

Judge Halts Rule Capping Credit-Card Late Fees

A federal judge in Texas halted the Consumer Financial Protection Bureau's new rule capping credit card late fees at $8.

Inflation, Economic Uncertainty Upending Retirement Dreams for Many

Nationwide’s Advisor Authority survey finds many are taking non-traditional approaches to retirement, including moving in with their adult children.

Perigon Wealth Management Appoints Head of Advisor Success and Integration

Maria Daley has more than 30 years of experience leading business development and relationship management teams.

SEC Wants RIAs to Verify Customer Identities

The SEC and Treasury say the rule is needed because customers have used RIAs for illicit foreign financial activity in the United States.

Concerns About Insufficient Savings Keep Many Retirees Awake, Survey Finds

Among those in retirement, 32% fear they have too little savings, according to the Schroders 2024 US Retirement Survey.

Families to Save $10 Billion Annually in Credit Card Late Fees

This estimate comes from the Consumer Financial Protection Bureau, whose new rule capping late fees at $8 is effective May 14.

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