A rising share of Americans is holding jobs into their golden years, bucking the overall trend of people leaving the labor force that is concerning Federal Reserve policy makers trying to boost growth.
Many clients who fall below the billionaire threshold can also contribute to philanthropy—without compromising their ability to take care of themselves and their loved ones in their chosen lifestyles....More
A decade or two ago, working at a hedge fund was the hottest career in finance. Then came the financial crisis, low-interest rates, passive investing, smart-beta ETFs, and computer-generated portfolios. Everything got a lot harder....More
A traditional advisor/client relationship may exist in your practice today—you meet with your client, provide guidance, answer questions and plan for their future. But, what happens when your clients leave your office?...More
In this season of change, cut through interest-rate noise. Get past the chatter and learn how to potentially optimize clients' fixed-income portfolios for income, diversification, flexibility, and tax benefits....More
A charitable lead trust (CLT) is a valuable estate-planning tool that may be overlooked in crafting a client's estate plan. When clients are charitably inclined but want to balance philanthropic goals with a desire to provide for their family, a CLT is the perfect tool to consider....More