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Tax Deferral Strategies for Turbulent Markets

The hierarchy of options goes well beyond retirement plans, particularly for ultra-high-net-worth clients. (By Mallon Fitzpatrick)

Tax Alpha: 3 Steps to Improve Portfolio Tax Health

Now is a particularly good time to explore how you might help clients generate more “tax alpha.”

When are Roths the Obvious Choice? Almost Never

There is an unspoken elephant in the room, says our contributor.
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Advisor: Prepare Clients for Rates to go ‘A Lot Higher’

Ryan Belanger, managing principal and founder of Claro Advisors, said "interest rates have to go a lot higher" for the Federal Reserve to tame...

Advisor, 75, Spent His First Act in Theater

Shakespeare was his first love; now his love for advising keeps him from retiring.

Pandemic Continues to Disrupt Cancer Screenings  

The likelihood of developing cancer increases greatly with age. The best treatment is prevention.

Seven Things Your Airbnb Host Won’t Tell You

Although these problems surfaced in Europe, the tips are also helpful for stateside rentals.

How To Minimize Financial Frustration of Surviving Spouses

“Death is inevitable, so why not plan for it?” says our columnist on the eve of International Widows' Day.  (Vy Beau Henderson)

Which Business Retirement Plan is Best?

It depends — which makes it even more critical to help clients understand and weigh the options. (By Marguerita Cheng)

Self-Driving Cars Won’t Arrive Soon In Clients’ Neighborhoods

The journey toward autonomous or self-driving consumer cars has arguably come to a screeching halt.

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Self-Driving Cars Won’t Arrive Soon In Clients’ Neighborhoods

The journey toward autonomous or self-driving consumer cars has arguably come to a screeching halt.

BofA: More Pain Likely for Equities Despite Rout

"Capitulation has been in credit and crypto, not stocks," BofA Securities analysts said. "This is why we worry equity lows (are) not yet in."

UBS: Richest Families Invest in Private Equity Amid Volatile Markets

The report is widely watched by the investment community as it shines a light into the investing habits of these billionaire investors.

Dimon Says Brace for U.S. Economic ‘Hurricane’ Due to Inflation

“We just don't know if it's a minor one or Superstorm Sandy," Jamie Dimon told attendees at a recent banking conference.

Advisor Prospects Should Be More Numerous Based on U.S. Data

U.S. households reported their highest level of financial well-being since tracking began, a Federal Reserve report released in May showed.

Routine Kidney Screening Considered

Kidney experts estimates that 37 million people in the United States have kidney disease, but around 90% do not know they have it.