Even the best advisors can trip up over Social Security. And with Baby Boomers charging into retirement, how to maximize the benefit is high on their lists of questions and concerns. Online sites and apps can help make the calculations a lot simp...

The good ole days. | Copyright George Marks, Getty Images Ever wonder how you wound up in an office cubicle instead of a private office with your own secretary, couch and wet bar? The Economist takes a deep dive into the history of the cubic...

I often get asked ‘What is the best vehicle for managing charitable funds?’. This is very much a question that doesn't have a straight forward answer and is best reviewed in context of your overall wealth strategy, which includes...

Copyright Carl Court, Getty Images Contrary to human nature, a new study from the Columbia Business School concludes that it may, in fact, be better for investors to leave their portfolios alone, rather than make changes with even moderate f...

If your client needs risk management, remind them that the more they have, the more they stand to lose.