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The S&P 500 continued to reach record highs in November, leading many to speculate whether the market had rallied too much, too fast. Looking at historical data, Duru Ahanotu, founder of Ahan Analytics, s...
Assisting high-net-worth clients with tax-efficient wealth transfer
“First-to-die” insurance can protect partners from cash flow issues when the first of the insured passes away.
In the investment industry, everything pales when compared to a liquidity event for a client that triggers a world of new investment possibilities. But the harsh reality is that too many advisors and financial planners are overlooking the...
No advisor wants to think about one of their clients getting hurt or ill to the point where they’re physically not able to continue working. But every advisor should plan for it...
Today’s term insurance rates are 50 percent less than they were 20 years ago and 10 percent less than 10 years ago
A 65-year-old couple retiring this year will need to have saved $220,000 to meet their future health-care expenses, the same estimate as last year
