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Top News

Former Rep Probed For Alleged Outside Business Activities Barred By Finra

Jeffrey Max Cohen failed to furnish documents related to his business dealings, according to Finra.
HSAs Offer Untapped Retirement Benefits For Wealthy, Advisors Say

Wealthy individuals need to take advantage of the savings potential offered by HSAs, advisors say
Parents Struggle To Support 'Boomerang' Kids, Thrivent Finds

For the 41% of parents who have adult children living with them, the financial hit is real.

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Inside the
current issue

Is The Great Asset Shift For Real?
by Christopher Robbins and Jennifer Lea Reed
Financial Advisor asked investment specialists how they're shuffling portfolios in a high-interest-rate world.
Rates Return To Reality
by Evan Simonoff
Americans lulled into complacency by low interest rates are now confronting the sharp reversal.
Have A Tale To Tell
by Susan Theder
When you learn to tell stories, you create emotionally resonant connections with your clients.
Personal Principles With Investing (Part 2)
by Mitch Anthony
It's time to ask what money represents to people to get at what their values are.
Helping Clients Align Their Assets And Values
by Jeffrey D. Haskell
Impact investing has gained popularity with charitable donors and foundations.
What Do The Top Advisors Do?
by Steve Gresham
New research confirms they pursue these winning growth strategies.
Why Women Should Not Ignore Prenups And Postnups
by Jacqueline Sergeant
Women out of the workforce might still need the protection of these agreements later.

Expert Views

Understanding The Source Of Money Conflicts
By Emily Koochel
By understanding the sources of financial conflict, advisors can offer clients a more personalized approach to planning.
Would You Let Elon Musk Implant A Device In Your Brain?
By Tyler Cowen
The entrepreneur's Neuralink startup will be life-changing for some, but it's hard to see how it will transform society.
Whom Do You Trust With Your Social Security Number?
By Raj Ananthanpillai
It's time to take a stand against the rampant misuse of our personal information.
Keeping The Peace--Planning For Cherished Or Valuable Personal Possessions
By Theresa Marx, Leslie Kehoe
Here are some important considerations to help clients avoid or at least minimize conflict over personal property.
The Digital Growth Blueprint That's Eliminating Geographic Boundaries
By Kevin Darlington
Savvy advisors are taking advantage of an exciting new reality--clients don't need to be serviced locally anymore.

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Investment Perspectives

Dear CEOs: Please Focus On Profit, Not Politics
By Allison Schrager
Companies are better off avoiding the minefield of social activism and just concentrating on making money for shareholders.
Despite Headwinds, Economy On Track For Further Growth
By Brad McMillan
Investors should see better economic performance in June now that the debt-ceiling crisis appears to be nearing an end.
Think Twice Before Diving Back Into 60/40 Portfolios
By William Marr
Investors who are considering diving back into 60-40 strategies need to be careful of the longer-term risk.
Bitcoin Unveiled: The Truth Behind The Myth
By Bob Burnett
Are misconceptions twisting the perception of Bitcoin and causing many to miss out on a massive opportunity?
Real Estate Or Real Mistake? Investing In Listed REITs
By Roni Israelov
Contrary to appearance, listed REITs have not lived up to their diversification promise.

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