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Either Stocks or Bonds Are Wrong

Real yields are too high or equity valuations are above fair value. Either way, the least fit businesses will fail and cede revenue and profit to the most fit.
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Outsourcing Investment Management to Elevate Your Business

Outsourcing investment management may help you save time. Ask yourself these questions to determine if it's a good move for you.
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Financial Side of Divorce is Conference’s Focus

The Institute for Divorce Financial Analysts (IDFA) will hold its annual national conference for financial professionals in early May in Nashville.
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Why Understanding Your Client’s Past is Paramount

General conditioning plays a bigger role than you might think on their perceptions of life, work and money.
Lifestyle

When It Is Time for Clients to Stop Driving?

The driving habits of older people have been a source of humor for many years. Perhaps you have seen the greeting card with the...
Medicare/Social Security

Medicare’s Push To Improve Chronic Care Attracts Businesses, but Not Many Doctors

Two-thirds of Medicare enrollees have two or more chronic conditions, qualifying them for a care-managing program, but only 4% participate.
Lifestyle

I’ve Become a Southeast Asian Snowbird

Countries like Vietnam, Cambodia and Laos offer unrivaled sights, amenities and adventures for the older traveler. (By Deborah L. Jacobs)
Annuities

Annuities Can Fill Retirement Income Gap

Annuities aren’t for everyone, but research shows advisors underestimate client interest in guaranteed lifetime income.
Insurance

Nearly 1 in 4 Adults Dumped From Medicaid Are Now Uninsured

Another 28% who lost their coverage found other insurance, some of them through Medicare, according to the same new KFF study.
Longevity

A Message for Advisors Who Still Undervalue Women

Men can also learn from Maddy Dychtwald’s new book “Ageless Aging: A Woman’s Guide to Increasing Healthspan, Brainspan, and Lifespan."
Female Clients

Single Women’s Unique Planning Needs

Though often more tuned into their finances than married women, their concerns about the future loom large.
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Parents of ‘Boomerang’ Children Need Guidance

An adult child’s return to the parental home can be stressful for everyone, but an advisor can facilitate success and normalcy. (By Bryce Sanders)

Latest News

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Stress Is Mounting for Working Women: Deloitte

Burnout is being fueled by inflexible return-to-office mandates coupled with lack of support in the office and at home.

Raymond James Welcomes Tampa, Fla., Financial Advisor With $125M

Sloane Fox and her practice, Sloane Financial Planning in Tampa, Fla., previously were affiliated with Merrill Lynch.

U.S. Annuity Sales Hit First Quarter Record of $113.5B, up 21%

Fixed-rate deferred annuities dominated in the first quarter with $48 billion in sales, 42% of the total annuity market.

Business Groups Sue FTC to Stop Noncompete Ban

The suit called the ban “a vast overhaul of the national economy, and applies to a host of contracts that could not harm competition in any way.”

FTC Issues Ban on Worker Noncompete Clauses

The Federal Trade Commission says employers can no longer, in most cases, stop their employees from going to work for rival companies.

Inspire Investing’s newest faith-based ETF surpasses $100M AUM in 11 days

The new Inspire 500 ETF offers access to U.S. large cap, “biblically screened companies” at the lowest price point available.

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