1+ week, 11+ hour ago   (484+ words) We’ve all heard of having too much of a good thing, and the stock market’s near four-year bull run has been a really, really good thing. Is it time to reduce your equity holdings? I suspect it is for the…...

1+ week, 3+ day ago   (485+ words) Over 69% of consumers prefer some in-person or hybrid communications with their advisor, a recent survey found. We may be 14 years past pop singer Carly Rae Jepsen’s breakout hit, but many advisors are still using her refrain: Call me … maybe. “If…...

3+ week, 2+ day ago   (345+ words) Childless Americans are more worried about life after work than parents. The DINKs are feeling like a couple of duds right about now. Not that advisors are pushing clients to start families, but it often acts as a wake-up call…...

4+ week, 11+ hour ago   (582+ words) Wealth managers are looking beyond fixed income products into private markets and exchange-traded funds. “Just because we can generate 5% or 6% yield doesn’t mean that that’s a safe distribution rate,” said Davi Kutner, an advisor at Aprio Wealth Management. “That may…...

4+ week, 2+ day ago   (468+ words) It’s usually not by eagerly scooping up shares of a company before it has met the standards of inclusion for key indices like the S&P 500. Nobody likes being left out, but following the crowd brings its own risks. One…...

4+ week, 2+ day ago   (269+ words) The right choice depends on client preferences about cost predictability and risk management. Both options have merit, Stidom told Retirement Upside, but the right coverage depends on individual factors such as the client’s health, anticipated medical needs, preferred care providers,…...

1+ mon, 19+ hour ago   (448+ words) Vanguard will now let advisors tailor certain models to their specific values and tax preferences. There are models everywhere, and we’re not talking about fashion week. “This is just a natural proliferation of everybody’s preference to have more tailored experiences,…...