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Top News

Where Some Investors See A Banking Disaster, Others See Opportunities

Plunging valuations in the banking sector are viewed by some investment advisors as buying opportunities.
Capital Group's 20-Year Forecast Sets U.S. Equities At 7.2%

The firm's capital market assumptions support a slow-and-steady investment approach.
Finra Exec Says 1,000 Reg BI Exams Are On Tap For 2023

Enforcement will include at least one variable annuities case, he said.

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Inside the
current issue

Financial Planning For Couples Who Totally Disagree
by Ben Mattlin
When a couple's attitude toward their money differ, financial plans often fail...
Markets And Asset Plays Reverse Directions
by Evan Simonoff
Shareholders are going to have to play by different rules in the coming years.
Five Pages Every Website Must Have
by Susan Theder
You'll also want to follow these tips to make your pages the best they can be.
Clients Now See What They Paid For
by Ross Levin
We've found that good advice helped our clients keep calm in 2022.
4 Common Mistakes In Charitable Giving Conversations
by Hannah Shaw Grove
Follow these tips for effective interactions and deeper connections with clients.
Are Extended RMDs A Gold Mine Or Tax Trap?
by James G. Blase
The SECURE Act 2.0 extended required minimum distributions. For couples, it might not make sense to wait.
Pick Up The Phone To Your Future Self
by Steve Gresham
Advisors help people realize that their brains aren't necessarily wired for oddsmaking and long-term planning.

Expert Views

How To Meet The Needs Of Women Clients
By The American College of Financial Services
When it comes to women clients, most financial planning firms' strategies fall flat.
LinkedIn: Am I Shouting But No One Is Listening?
By Bryce Sanders
Here are 10 ways you can tell if someone is active on LinkedIn by looking at their profile.
Enrollment Into Medicare Could Trigger IRMAA
By Toby Stark
There is an appeal process for those who disagree with their income-related monthly adjustment amount (IRMAA) from Medicare.
Invest In Your Clients' Personal And Financial Well-Being
By Ken Cella
Financial advisors who focus on their clients' personal well-being help inspire greater confidence during economic downturns.
What Covid Taught Us About The Future Of Financial Advice
By Jack Sharry
How the Covid-19 pandemic changed our world and what it means for the future of financial advice.

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Investment Perspectives

A Year In, The Federal Reserve's Scramble Is Looking Costly
By Jonathan Levin
The central bank is likely to pay a price for its late start in raising rates, and SVB could be just the beginning.
Investors Need To Ignore The Doomsayers Driven By Turmoil
By Nir Kaissar
A shaky market and an old-fashioned bank run have given rise to scaremongers and product peddlers.
The Fed Not Raising Rates Will Be A Sign Of Panic
By Jonathan Levin
The latest consumer price index shows why the central bank can't abandon its inflation fight just yet.
Large Hedge Funds Won In 2022--What's Next This Year?
By Steven Brod
Last year, the big funds showed their clout when markets run awry.
Why A Soft Landing May No Longer Be Possible
By Jim O’Neill
Recent data releases have renewed fears that central banks will have to tighten monetary policy still further.

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