Expert Views

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Bidenomics Won't Cure Inequality. It May Prolong It

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The benefits of new technology will slowly spread throughout the economy, even without government intervention.

Why Do Clients Leave Advisors?

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There are many reasons why clients leave advisors. Here are some ways you can convince them to stay.

More Deposit Insurance Won't Make Banks Safe

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Instead, create a backstop that encourages them to act responsibly.

The Critical Role Of Competent And Ethical Financial Planning

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By obtaining CFP certification, advisors can better serve their clients and stand out amid challenging market conditions.

Going Off Script In Retirement Conversations

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Retirees want a financial plan, but sometimes, as in the movies, you have to improvise.

Big Tech Has A Troubling Stranglehold On Artificial Intelligence

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Nvidia and Microsoft are reaping the profits of the AI boom, but their grip won't last forever.

Student Debt, America's Avoidable Disaster

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The coming resumption of payments will be painful. It didn't have to be this way.

Aging: Everyone Is Doing It, But Women Tend To Do It Longer

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Women face unique challenges in retirement, especially when dealing with healthcare.

America's Economy On The Edge

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The U.S. economic situation is precarious, and much will depend on fiscal and monetary policy.

Squeezed Homebuyers Are Just What The Economy Needed

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New home sales and construction plans are seeing a big uptick. That should keep a recession at bay this year.

Is It Time To Cancel The Recession Altogether?

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The consensus among economic forecasters still sees a 64% chance of recession in the next 12 months.

Why U.S. Taxes Must Increase

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Corporate and personal income taxes remain near their lowest statutory rates in decades.

Gold Is No Longer A Good Hedge Against Bad Times

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Gold has become another cyclical economic asset whose price has lost all predictive meaning, writes Tyler Cowen.

If Inflation Is Here To Stay, What Should My Client Do?

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Here are several practical ways you can help clients bring down their annual operating expenses.

Looks Like Cash And Acts Like Stocks, But It Has A Catch

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Direct lending has a veneer of stability that could easily be punctured by higher rates and a downturn.

Addressing The Financial Planning Needs Of The LGBTQ+ Community

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There are several ways financial advisors can authentically serve the LGBTQ+ community.

Should People Enroll In Medicare At 65?

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There are several factors that go into deciding when to enroll in Medicare.

Beware Of The Ultimate Golden Handcuffs: Cheaper Housing

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Employers are helping workers as owning and renting homes becomes ever more expensive. Are such benefits too good to refuse?

Research On Aging Is Moving At The Speed Of AI

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Much longer lives could present an even greater need for protected lifetime income.

Why Are Fidelity, Schwab, Morgan Stanley And Vanguard So Far Ahead In New AUM?

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The big four are all betting similarly on three big industry trends.

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