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The Many Faces of QQQ

Since its game-changing launch in 1999, the QQQ spawned many other ETFs, but are they as good for clients interested in tech stocks?

The Fastest-Growing Metro Area is For Seniors

How a landlocked swampland in Florida became an amenity-rich development that fosters independent living.

Government Watchdogs Attack Medicare Advantage

Witnesses cited audits and other reports that show these increasingly popular private plans deny care and overcharge.

Retirement-Plan Tax Incentives for Business-Owner Clients

Business owners are often unfamiliar with how they, too, can benefit from the retirement plans they offer employees. (By Leonard Wright)

Two Wise Women Share Their Planning Know-How

Marjorie Fox and Eleanor Blayney offer a personal and enlightening perspective on lifestyle and financial planning for women.

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)