Expert Views

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IRS Planning 50% Increase In Partnership Audits

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It is important that partners have procedures in place to avoid unintended consequences in future audits.

Biden Has A Once-In-A-Century Chance To Fix Capitalism

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The U.S. needs to reclaim the kind of economy that existed before Wall Street was the only thing that mattered.

Next-Gen Redefines Retirement

by Andrew Altfest

That means advisors will have to change their approach if they want to lure a new generation of clients.

Four Tips For Selecting The Best Employer Legal Insurance Plan

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These tips can provide some guidance to your employee benefit plan officers on selecting a legal insurance plan.

Estate Tax Planning Opportunities In 2021

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The actual timing and extent of any income tax and estate tax legislation is still uncertain.

More Money Or More Time?

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Would you rather have more money even if it meant less time to enjoy it?

Why Friends Want To Do Business With You

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There are six factors in your favor.

Do-It-Yourself States Have The Edge in Vaccinations

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The U.S. Covid-19 vaccine rollout has been uneven.

PPP Loans: Five Mistakes To Avoid When Applying For Them

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Five common mistakes that applicants should avoid when applying for a PPP loan.

Repeat Business Is All There Is

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If you don’t keep your clients happy, they will take their business elsewhere.

mRNA Vaccines Could Vanquish Covid Today, Cancer Tomorrow

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The best news about the mRNA shots is that the same technique could also defeat many other diseases.

Don't Expect Covid-19 Research To Deliver Certainty

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What we know about the disease is still fraught with error and contradictions, but that shouldn’t prevent us from acting.

The Important New Roles Of Life Insurance In Estate Planning

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Three recent developments present new and important roles for life insurance in estate planning.

U.S. Has Been Down This Vaccine Rollout Road Before

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To delve into the history of the polio vaccine is to realize that it has lessons for the here and now.

Roths For The Rich Author Responds

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The author responds to a review in Financial Advisor.

Technology Helps Protect Profitability And Combats Covid’s Impact

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Technology will help advisors grow their practices in the post-Covid world.

How To Give Back In Meaningful, Sustainable Ways

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Integrating sustainable philanthropic considerations into financial planning is one way to create actionable change.

Why We Need 'Story Stocks'

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It's 2021, so let's engage in some forward thinking by putting "fun" into fundamental investing.

Avoiding Rabbit Holes In Retirement

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You have to teach clients to see the pitfalls awaiting them in life when they stop working.

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