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Think Advisor
18 小时
Clients With LLCs Need a Business Continuity Plan Check
Plan for liquidity: A business owner client should ensure that the LLC has enough liquidity to cover potential tax ...
Think Advisor
18 小时
The 60/40 Glidepath Is Dead for One Simple Reason
Remember when the 60/40 glidepath was the gold standard? Well, it’s time to bury it. The reason is simple: We’re living a lot ...
Think Advisor
23 小时
Biblical ETF Firm Misrepresented Its Investing Strategy: SEC
Inspire Investing, with eight faith-based ETFs and SMAs, has won numerous accolades as an up-and-coming RIA firm. The RIA ...
Think Advisor
20 小时
9 Reasons to Reconsider Switching Firms
Here's how to assess if the likely upsides of moving from one firm to another justify any potential downsides.
Think Advisor
1 天
Jeremy Siegel: Rate Cut 'Fantastic' for Market
The WisdomTree economist and Wharton professor emeritus called the 50-basis-point rate cut the best news he had heard from ...
Think Advisor
22 小时
Fed Rate Cut Could Speed Up Some Annuity Sales
The cut sets the federal funds rate target range at 4.75% to 5%. The effect could be especially good for variable and indexed ...
Think Advisor
1 天
More Evidence That Spending Spikes Can Derail Retirement Savings
New research finds the frequent spending spikes seen in the private sector also occur among public-sector workers.
Think Advisor
1 天
12 States With the Lowest Property Tax Rates: 2024
It is worth noting that property values can vary widely by state, leaving some residents with higher tax bills despite lower ...
Think Advisor
1 天
Help Clients Diversify a Portfolio With Annuities
When meeting with clients each year, an advisor should not focus only on market diversification strategies. The advisors ...
Think Advisor
1 天
EF Hutton Says Its Fired CEO Stole Millions
EF Hutton alleges its co-founder used firm money for lavish personal expenses, including IV drips to treat hangovers.
Think Advisor
1 天
10 Risky Stocks to Avoid: Morningstar
While most of these stocks come from good companies, they're trading far above what they're worth, analysts find.
Think Advisor
1 天
Income Lab Launches Head-to-Head Annuity Evaluation Tools
Income Lab, a retirement income software provider, has launched new annuity modeling, comparison and stress-testing ...
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