Updated Monday, March 30, 2015 as of 5:23 AM ET
The Smart Way to Choose a Senior Community: Retirement Scan
Knowing the cost of a retirement community is key to making a smart decision, with independent living communities costing $2,520 per year; Plus, the price tag of a bipartisan bill averting Medicare doc fee cuts.
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Consider a client's long-term investment goals before tax-loss harvesting; Plus, how clients plan to invest their tax returns, and ways to finance a son's or daughter's college bills through investments and tax breaks. more »
For all the talk about when Fed policy makers are going to raise interest rates, they haven’t quite figured out how to do it. more »
Ultrahigh-net-worth investors can have complex needs. That's why Abbot Downing, Wells Fargo's group serving investors with $50 million or more, has family historians and psychologists on staff. more »
The range of efficiency tends to be similar within sets of U.S. stock and bond funds. Should advisors care? more »
Top earners understand that annuities unburden them of some investment risks and give their assets a layer of legal safety from creditors and frivolous lawsuits; Plus, how to assess lump-sum payments of future benefits. more »
Here’s a primer on long-short funds, managed futures funds and managed payout funds. more »
Falling interest rates and the increase in the number of people retiring are two big risks facing the Social Security system; Plus, why 401(k) participants should forgo a higher allocation to their employer stock. more »
Long-term care expenses rise throughout retirement to the point of crisis, according to one expert; Plus, how do your clients stack up in retirement savings? more »
I don't want to be a distraction, I don't want to be irrelevant -- and I don't want to be wrong. Perhaps you shouldn't be making predictions either? more »
A tax-efficient strategy to best index funds; Plus, six reasons why investing in a taxable account is underrated, and how to capitalize on capital gains tax rules. more »
Clients who turned 70 1/2 last year need to take their first required minimum distribution by April 1 or face a tax of 50%; Plus, reducing fees is the best way to boost investment returns. more »
Investors dumped ETFs that invest in bonds ahead of yesterday's Fed statement on concern officials would get closer to raising interest rates. more »
The Federal Reserve opened the door to an interest rate increase as soon as June, while also indicating it will pursue a slower upward path once it achieves liftoff. more »
The March Issue is now online!


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April 22, 2015 | Plantsville, Conn.

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June 18, 2015 | New York Hilton Midtown, New York, NY

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